James Duncan Treliving

• True Potential Wealth Management LLP (no longer approved here)

  FRN 529810

  • [FCA CF] Client dealing (31 Mar 2022 to 28 May 2025)
  • [FCA CF] Functions requiring qualifications (31 Mar 2022 to 28 May 2025)
• TenetConnect Limited (no longer approved here)

  FRN 149826

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jun 2022)
  • CF30 Customer (24 Jan 2019 to 8 Jun 2022)
• LB Financial Solutions Limited (no longer approved here)

  FRN 581257

  • Employed By (31 May 2012 to 27 Dec 2018)
• Lifetime Wealth Management Limited (no longer approved here)

  FRN 400358

  • (36)Employed By (13 Oct 2010 to 27 Dec 2018)
• OFM for Savings, Pensions & Investments Ltd (no longer approved here)

  FRN 402612

  • (6)Employed By (12 Feb 2010 to 27 Dec 2018)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (12 Feb 2010 to 27 Dec 2018)
• RLUM Limited (no longer approved here)

  FRN 144032

  • CF30 Customer (1 Nov 2007 to 19 Sep 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.