Gary Loveless

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] Client dealing (since 18 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Jul 2025)
  • Widelist Investments Limited (no longer approved here)

    FRN 145829

    • [FCA CF] Client dealing (17 Nov 2023 to 25 Jul 2025)
    • [FCA CF] Functions requiring qualifications (17 Nov 2023 to 25 Jul 2025)
  • PFM Associates Limited (no longer approved here)

    FRN 213724

    • [FCA CF] Client dealing (9 Dec 2019 to 18 Sep 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Sep 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Dec 2020)
    • CF30 Customer (9 Aug 2019 to 11 Dec 2020)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (362)Employed By (9 Aug 2019 to 11 Dec 2020)
  • Deep Blue Financial Limited (no longer approved here)

    FRN 190203

    • CF30 Customer (2 Jan 2019 to 8 Aug 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (12 Aug 2015 to 6 Mar 2016)

Recent activity

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

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