Louise Amanda Warland

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 25 Apr 2024)
    • [FCA CF] Client dealing (since 25 Apr 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Apr 2024)
    • CF1 Director (AR) (27 Oct 2016 to 25 Apr 2024)
    • CF30 Customer (27 Feb 2013 to 25 Apr 2024)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (12 Feb 2010 to 11 Nov 2012)

Recent activity

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

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