Helen Nicola Durrant

• 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)
  • [FCA CF] Functions requiring qualifications (since 25 Jun 2024)
  • [FCA CF] Client dealing (since 25 Jun 2024)
• Iceni Financial Advisers Limited (no longer approved here)

  FRN 596084

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jun 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Jun 2024)
  • CF30 Customer (14 Dec 2018 to 8 Dec 2019)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (20 May 2014 to 27 Jun 2016)
• Beals Mortgage and Financial Services Limited (no longer approved here)

  FRN 471442

  • Employed By (20 May 2014 to 27 Jun 2016)
• Insight Financial Associates Limited (no longer approved here)

  FRN 458421

  • CF30 Customer (1 Sep 2011 to 28 Dec 2012)
• Compass Independent Financial Services Ltd (no longer approved here)

  FRN 196951

  • Employed By (3 Sep 2009 to 12 Aug 2011)

No changes recorded yet.