James Benjamin Tomlinson

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 30 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 30 Jun 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Jul 2023)
    • CF30 Customer (3 Mar 2010 to 27 Dec 2012)
    • CF1 Director (AR) (3 Mar 2010 to 27 Dec 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF1 Director (AR) (19 Jun 2012 to 16 Oct 2013)
    • CF30 Customer (19 Jun 2012 to 16 Oct 2013)
  • First Complete Limited (no longer approved here)

    FRN 435779

    • CF1 Director (AR) (27 May 2010 to 24 Aug 2012)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (14 May 2010 to 15 May 2010)

Recent activity

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

No changes recorded yet.