John Joseph Welsh

Last updated
2 weeks ago
Watch for changes

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] Client dealing (since 8 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2025)
  • ORACLE FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 493035

    • (14)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Jan 2025)
    • (13)[FCA CF] Client dealing (9 Dec 2019 to 8 Jan 2025)
    • (12)CF30 Customer (23 Jan 2017 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF1 Director (AR) (24 Mar 2011 to 31 Dec 2013)
    • CF30 Customer (12 Jan 2010 to 31 Dec 2013)
  • Whitebridge Financial Planning Limited (no longer approved here)

    FRN 541732

    • Employed By (24 Mar 2011 to 31 Dec 2013)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (15 Dec 2004 to 6 Jan 2006)
    • CF22 Investment Adviser (Trainee) (13 May 2004 to 15 Dec 2004)

Recent activity

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

  1. controlled function added: (12)CF30 Customer at ORACLE FINANCIAL PLANNING LIMITED

  2. controlled function added: (13)[FCA CF] Client dealing at ORACLE FINANCIAL PLANNING LIMITED

  3. controlled function added: (14)[FCA CF] Functions requiring qualifications at ORACLE FINANCIAL PLANNING LIMITED