Jody William Burns

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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 26 Aug 2022)
    • [FCA CF] Client dealing (since 26 Aug 2022)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF1 Director (AR) (18 Jan 2011 to 31 Dec 2013)
    • CF30 Customer (18 Jan 2011 to 31 Dec 2013)

Recent activity

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

No changes recorded yet.