Lee Matthew Kirven

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] Functions requiring qualifications (since 22 Aug 2023)
    • [FCA CF] Client dealing (since 22 Aug 2023)
  • Pi Financial Ltd (no longer approved here)

    FRN 186419

    • Appointed representative dealing with clients for which they require qualification (12 Nov 2021 to 8 Apr 2025)
    • CF1 Director (AR) (26 Oct 2021 to 8 Apr 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 8 Apr 2025)
    • Sole trader dealing with clients for which they require qualification (9 Dec 2019 to 9 Dec 2019)
    • CF30 Customer (5 Feb 2016 to 8 Apr 2025)
  • Chesterton House Financial Planning Ltd (no longer approved here)

    FRN 126368

    • CF30 Customer (22 Apr 2014 to 4 Jan 2016)
  • Woodgate Financial Planning Ltd (no longer approved here)

    FRN 223951

    • Employed By (22 Apr 2014 to 4 Jan 2016)

Recent activity

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

No changes recorded yet.