Ian Robert Knox

Last updated
2 weeks 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 28 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 28 Jun 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 May 2023)
    • CF30 Customer (2 Mar 2015 to 25 May 2023)
  • Peter Dickinson Wealth Management Limited (no longer approved here)

    FRN 550249

    • (3)Employed By (18 Dec 2017 to 25 May 2023)

Recent activity

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

No changes recorded yet.