Gary Robert Kuhler

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 15 May 2024)
    • [FCA CF] Client dealing (since 15 May 2024)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 May 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 May 2024)
    • CF30 Customer (19 May 2014 to 8 Dec 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (19 Feb 2010 to 28 Jul 2012)
  • MLP Wealth Management Ltd (no longer approved here)

    FRN 413308

    • CF30 Customer (19 May 2009 to 26 Jun 2009)

Recent activity

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

No changes recorded yet.