Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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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] Manager of certification employee (since 1 Sep 2025)
- [FCA CF] Client dealing (since 20 Sep 2023)
- [FCA CF] Functions requiring qualifications (since 20 Sep 2023)
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- [FCA CF] Functions requiring qualifications (4 Mar 2021 to 14 Mar 2022)
Recent activity
Updates to this individual's record on the FCA register.
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