Ian Potter

• AFH Independent Financial Services Limited (no longer approved here)

  FRN 216704

  • [FCA CF] Functions requiring qualifications (28 Jan 2025 to 13 Mar 2026)
  • [FCA CF] Client dealing (28 Jan 2025 to 13 Mar 2026)
• Fairstone Financial Management Limited (no longer approved here)

  FRN 475973

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Jan 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jan 2025)
  • CF30 Customer (26 Jan 2018 to 8 Dec 2019)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (1 Aug 2017 to 29 Jan 2018)
• Sovereign Wealth Management Ltd (no longer approved here)

  FRN 540813

  • Employed By (1 Aug 2017 to 29 Jan 2018)
• Morgans Ltd (no longer approved here)

  FRN 159488

  • CF30 Customer (10 Apr 2012 to 25 Jul 2017)
• 2 Plan Wealth Management Limited (no longer approved here)

  FRN 461598

  • CF30 Customer (26 Apr 2011 to 24 Sep 2012)
• CITY FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 440633

  • CF30 Customer (15 Dec 2008 to 28 Apr 2011)
• Bath & City Financial Ltd (no longer approved here)

  FRN 473851

  • Employed By (15 Dec 2008 to 28 Apr 2011)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (1 Nov 2007 to 13 Sep 2008)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.