James Stewart MacPherson

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

  FRN 529810

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Aug 2024)
  • CF30 Customer (12 Sep 2013 to 8 Dec 2019)
• Quilter Financial Planning Solutions Limited (no longer approved here)

  FRN 184591

  • CF30 Customer (1 Nov 2007 to 7 Oct 2009)
  • CF21 Investment Adviser (27 Feb 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (6 Oct 2005 to 27 Feb 2006)
• RLUM Limited (no longer approved here)

  FRN 144032

  • CF21 Investment Adviser (25 Feb 2005 to 16 Sep 2005)
  • CF22 Investment Adviser (Trainee) (21 Dec 2004 to 25 Feb 2005)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (1 Dec 2001 to 15 Feb 2002)
• Scottish Widows Unit Trust Managers Limited (no longer approved here)

  FRN 122129

  • CF21 Investment Adviser (1 Dec 2001 to 15 Feb 2002)
• Scottish Widows Administration Services Limited (no longer approved here)

  FRN 139398

  • CF21 Investment Adviser (1 Dec 2001 to 15 Feb 2002)

No changes recorded yet.