Kathryn Dickinson

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

    • 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
    • [FCA CF] Client dealing (since 18 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 18 Mar 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (26 Jul 2024 to 23 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (22 Jul 2024 to 23 Mar 2026)
  • Peter Dickinson Wealth Management Limited (no longer approved here)

    FRN 550249

    • (2)Employed By (26 Jul 2024 to 23 Mar 2026)
  • Rathbones Investment Management Limited (no longer approved here)

    FRN 116316

    • [FCA CF] Functions requiring qualifications (14 Jul 2017 to 5 Oct 2021)

Recent activity

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

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