Julian Kim Monroe

• True Potential Wealth Management LLP (no longer approved here)

  FRN 529810

  • [FCA CF] Functions requiring qualifications (3 Dec 2020 to 11 Mar 2022)
  • [FCA CF] Client dealing (3 Dec 2020 to 11 Mar 2022)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF1 Director (AR) (18 Nov 2015 to 18 Mar 2018)
  • CF30 Customer (18 Nov 2015 to 18 Mar 2018)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • CF1 Director (AR) (18 Nov 2015 to 18 Mar 2018)
• Summit Wealth Management Ltd (no longer approved here)

  FRN 716513

  • Employed By (18 Nov 2015 to 18 Mar 2018)
• INVICTA FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 587095

  • CF30 Customer (6 Jan 2014 to 4 Nov 2015)
• Invicta Financial Planning LLP (no longer approved here)

  FRN 574907

  • (8)Employed By (3 Jul 2013 to 4 Nov 2015)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (27 Jun 2012 to 27 Mar 2013)
• The Lance Richards Practice Ltd (no longer approved here)

  FRN 451051

  • Employed By (27 Jun 2012 to 27 Mar 2013)
• Advance Mortgage Funding Limited (no longer approved here)

  FRN 305008

  • CF4 Partner (AR) (6 Feb 2008 to 4 Sep 2009)
• Arrow Mortgages (no longer approved here)

  FRN 478149

  • Employed By (6 Feb 2008 to 4 Sep 2009)

No changes recorded yet.