John Robert Davidson

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

    • 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] Functions requiring qualifications (since 28 Sep 2022)
    • [FCA CF] Client dealing (since 28 Sep 2022)
  • Investacc Limited (no longer approved here)

    FRN 154918

    • [FCA CF] Functions requiring qualifications (27 Aug 2021 to 17 Mar 2023)
    • Appointed representative dealing with clients for which they require qualification (27 Aug 2021 to 17 Mar 2023)
    • CF1 Director (AR) (13 Jun 2016 to 1 Oct 2022)
    • CF30 Customer (7 Jun 2016 to 1 Oct 2022)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF1 Director (AR) (2 Jul 2015 to 1 Jun 2016)
    • CF30 Customer (2 Jul 2015 to 1 Jun 2016)
  • ARMSTRONG WATSON FINANCIAL PLANNING LTD (no longer approved here)

    FRN 542122

    • CF30 Customer (16 Aug 2011 to 4 Jul 2014)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 29 Nov 2010)
    • CF21 Investment Adviser (22 Jun 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Feb 2006 to 22 Jun 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF22 Investment Adviser (Trainee) (20 Sep 2004 to 15 Jul 2005)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (10 Dec 2001 to 10 Sep 2004)

Recent activity

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

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