Katherine Leigh Burgess

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.

  • Crowe Financial Planning UK Limited

    FRN 185323

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • [FCA CF] Functions requiring qualifications (since 10 Apr 2026)
    • [FCA CF] Client dealing (since 10 Apr 2026)
  • Professional Financial Planning Group Ltd (no longer approved here)

    FRN 804844

    • [FCA CF] Client dealing (10 Oct 2022 to 16 May 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (30 Jul 2021 to 9 Mar 2022)
    • [FCA CF] Functions requiring qualifications (30 Jul 2021 to 9 Mar 2022)

Recent activity

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

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