Katarzyna Kinga Potts

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • KYMIN FINANCIAL SERVICES LIMITED

    FRN 189815

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 19 Nov 2020)
    • [FCA CF] Client dealing (since 19 Nov 2020)
    • CF30 Customer (5 Oct 2016 to 8 Dec 2019)
  • Goldwire Financial Solutions Limited (no longer approved here)

    FRN 756760

    • [FCA CF] Functions requiring qualifications (8 Mar 2021 to 7 Dec 2022)
    • CF1 Director (AR) (8 Mar 2021 to 15 Nov 2022)

Recent activity

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

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