Janie Helen McWilliam

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

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 15 May 2025)
    • [FCA CF] Client dealing (since 15 May 2025)
  • WEALTHCARE MANAGEMENT LIMITED

    FRN 629975

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (17 Jun 2016 to 8 Dec 2019)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (21 Jun 2010 to 2 Jan 2013)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF4 Partner (AR) (1 Dec 2001 to 31 Oct 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2005)
    • CF4 Partner (AR) (1 Dec 2001 to 17 Jun 2006)
  • Funding for Growth (no longer approved here)

    FRN 175258

    • Employed By (1 Oct 1998 to 17 Jun 2006)

Recent activity

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

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