Iain Grant Campbell

Last updated
2 days ago
Watch for changes

Where they hold approval

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

  • 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)
    • 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] Client dealing (since 21 Apr 2026)
    • [FCA CF] Functions requiring qualifications (since 21 Apr 2026)
  • Crieff Financial & Mortgage Centre Limited

    FRN 846348

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 17 Apr 2020)
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2019)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Apr 2020)
    • CF30 Customer (7 Mar 2017 to 17 Apr 2020)
    • CF1 Director (AR) (7 Mar 2017 to 17 Apr 2020)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
    • CF30 Customer (19 Aug 2011 to 16 Mar 2017)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (19 Aug 2011 to 16 Mar 2017)
  • Crieff Financial & Mortgage Centre Ltd (no longer approved here)

    FRN 475031

    • Employed By (20 Nov 2007 to 17 Apr 2020)

Recent activity

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

No changes recorded yet.