Lee Jordan

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 15 Dec 2023)
    • [FCA CF] Client dealing (since 15 Dec 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Dec 2023)
    • CF1 Director (AR) (4 Jun 2019 to 18 Dec 2023)
    • CF4 Partner (AR) (20 Nov 2014 to 12 Aug 2019)
    • CF30 Customer (1 Nov 2007 to 18 Dec 2023)
    • CF22 Investment Adviser (Trainee) (16 Aug 2007 to 31 Oct 2007)
  • Endurance Wealth Limited (no longer approved here)

    FRN 842901

    • Employed By (4 Jun 2019 to 18 Dec 2023)
  • Jordan Financial Planning LLP (no longer approved here)

    FRN 231226

    • Employed By (16 Aug 2007 to 12 Aug 2019)

Recent activity

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

No changes recorded yet.