Ian Robert Porter

Last updated
2 weeks ago
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Where they hold approval

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

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 4 Jun 2019)
    • CF30 Customer (since 4 Jun 2019)
  • Oculus Wealth Management (East Sussex) Limited

    FRN 839616

    • (1)Employed By (since 4 Jun 2019)
  • PERSPECTIVE (SOUTH EAST) LIMITED (no longer approved here)

    FRN 178690

    • CF1 Director (AR) (17 Nov 2016 to 25 Feb 2019)
    • CF30 Customer (20 Jun 2016 to 5 Apr 2019)
  • Atomos Investments Limited (no longer approved here)

    FRN 122588

    • CF29 Significant management (15 Sep 2014 to 30 Apr 2015)
    • CF1 Director (11 Jan 2013 to 27 Jun 2013)
  • HANDELSBANKEN WEALTH & ASSET MANAGEMENT LIMITED (no longer approved here)

    FRN 197340

    • CF21 Investment Adviser (17 May 2005 to 25 Jun 2007)
    • CF27 Investment Management (22 Apr 2002 to 2 May 2007)

Recent activity

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

No changes recorded yet.