Liam Crumlish

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 (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (6 May 2021 to 27 Feb 2024)
    • [FCA CF] Functions requiring qualifications (6 May 2021 to 27 Feb 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Jun 2021)
    • CF30 Customer (1 Nov 2007 to 18 Jun 2021)
    • CF22 Investment Adviser (Trainee) (23 Mar 2007 to 31 Oct 2007)
  • Dunnottar Insurance Services Ltd (no longer approved here)

    FRN 412777

    • (11)Employed By (23 Mar 2007 to 18 Jun 2021)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (30 Jan 2006 to 13 Feb 2007)
    • CF7 Sole Trader (AR) (19 Jan 2005 to 28 Oct 2005)
    • CF22 Investment Adviser (Trainee) (19 Jan 2005 to 30 Jan 2006)
  • LC Mortgage & Investment Specialists (no longer approved here)

    FRN 228707

    • Employed By (30 Sep 2003 to 10 Dec 2004)

Recent activity

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

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