Lance Burnham

Last updated
3 days ago
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Where they hold approval

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

  • Paul Marchionne

    FRN 1032898

    • (1)Employed By (since 1 May 2026)
  • 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 29 Feb 2024)
    • [FCA CF] Client dealing (since 29 Feb 2024)
  • BOWER RETIREMENT LIMITED (no longer approved here)

    FRN 451607

    • [FCA CF] Functions requiring qualifications (9 Jan 2023 to 30 Nov 2023)
    • [FCA CF] Client dealing (9 Jan 2023 to 30 Nov 2023)
  • Aventur Wealth Ltd (no longer approved here)

    FRN 968770

    • [FCA CF] Client dealing (9 May 2022 to 30 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 May 2022 to 30 Nov 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (16 Sep 2016 to 29 Nov 2019)
  • Clearwater Wealth Management (no longer approved here)

    FRN 401714

    • Employed By (16 Sep 2016 to 29 Nov 2019)

Recent activity

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

No changes recorded yet.