Geraint Phelps

Last updated
4 days ago
Watch for changes

Where they hold approval

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

  • W P S WEALTH LIMITED

    FRN 1023571

    • 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)
    • [FCA CF] Functions requiring qualifications (since 11 Apr 2025)
    • [FCA CF] Client dealing (since 11 Apr 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Mar 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 10 Mar 2023)
    • CF30 Customer (21 Aug 2019 to 8 Dec 2019)
  • WPS Wealth Ltd (no longer approved here)

    FRN 602286

    • Employed By (26 Jun 2013 to 31 May 2020)
  • Tudor House Financial Services Limited (no longer approved here)

    FRN 409706

    • Employed By (14 Jan 2013 to 31 May 2020)
  • M4 Financial Group Limited (no longer approved here)

    FRN 583474

    • CF30 Customer (10 Jan 2013 to 31 May 2020)

Recent activity

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

No changes recorded yet.