Edward Hayden Robert Lee

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • True Potential Wealth Management LLP

    FRN 529810

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 14 Apr 2020)
    • [FCA CF] Client dealing (since 14 Apr 2020)
  • Bevan & Buckland Wealth Management Limited (no longer approved here)

    FRN 702731

    • Employed By (27 Nov 2015 to 14 Jul 2020)
  • M4 Financial Group Limited (no longer approved here)

    FRN 583474

    • CF30 Customer (22 Jul 2013 to 14 Jul 2020)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (24 Oct 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jun 2005 to 24 Oct 2006)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (24 Oct 2006 to 29 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jun 2005 to 24 Oct 2006)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.