James Dean Burberry

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

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 29 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 29 Aug 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2023)
    • CF30 Customer (24 Apr 2015 to 29 Aug 2023)
  • Finance Planning Wealth Management Limited (no longer approved here)

    FRN 673741

    • Employed By (17 Apr 2015 to 29 Aug 2023)
  • Gloucester Property Centre Limited (no longer approved here)

    FRN 413503

    • (12)Employed By (24 Apr 2009 to 29 Aug 2023)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (1 Dec 2001 to 24 Feb 2004)
    • CF4 Partner (AR) (1 Dec 2001 to 11 Nov 2004)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF4 Partner (AR) (1 Dec 2001 to 11 Nov 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 24 Feb 2004)

Recent activity

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

  1. controlled function added: (12)Employed By at Gloucester Property Centre Limited