Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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True Potential Wealth Management LLP
FRN 529810
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 20 Jan 2026)
- [FCA CF] Client dealing (since 20 Jan 2026)
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- CF30 Customer (4 Nov 2023 to 20 Jan 2026)
- Appointed representative dealing with clients for which they require qualification (19 Jun 2023 to 20 Jan 2026)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.