James Patrick Armitage

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 21 Jan 2026)
    • [FCA CF] Client dealing (since 21 Jan 2026)
    • [FCA CF] Client dealing (21 Dec 2021 to 13 Jan 2026)
    • [FCA CF] Functions requiring qualifications (21 Dec 2021 to 13 Jan 2026)
  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 23 May 2025)
    • CF1 Director (AR) (since 6 Mar 2025)
  • Lenderhive Limited

    FRN 1026168

    • (1)Employed By (since 6 Mar 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Mar 2022)
    • CF1 Director (AR) (20 Oct 2015 to 21 Mar 2022)
    • CF30 Customer (5 Apr 2012 to 21 Mar 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (20 Oct 2015 to 21 Mar 2022)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (25 Feb 2009 to 30 Dec 2015)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 14 Jan 2009)
    • CF22 Investment Adviser (Trainee) (27 Mar 2006 to 31 Oct 2007)
  • Cavendish Brooke Limited (no longer approved here)

    FRN 215726

    • Employed By (27 Mar 2006 to 14 Jan 2009)

Recent activity

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

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