James Daniel Albinson

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 15 Apr 2024)
    • [FCA CF] Client dealing (since 15 Apr 2024)
  • 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 7 Mar 2024)
    • CF1 Director (AR) (26 Nov 2015 to 7 Mar 2024)
    • CF30 Customer (20 Aug 2015 to 7 Mar 2024)
  • Cottons Financial Planning Limited (no longer approved here)

    FRN 625649

    • Employed By (20 Aug 2015 to 7 Mar 2024)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • CF30 Customer (7 Sep 2014 to 2 Nov 2015)

Recent activity

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

No changes recorded yet.