Laura Berry

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.

  • Lycetts Financial Services Limited

    FRN 121418

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • [FCA CF] Client dealing (since 1 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Aug 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (12 May 2022 to 19 May 2023)
    • [FCA CF] Client dealing (12 May 2022 to 19 May 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2022)
    • CF30 Customer (4 May 2018 to 23 Jun 2022)

Recent activity

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

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