Louise Woollard

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 24 Apr 2025)
    • [FCA CF] Client dealing (since 24 Apr 2025)
  • 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 30 Apr 2025)
    • CF4 Partner (AR) (12 Jun 2013 to 30 Apr 2025)
    • CF30 Customer (1 Nov 2007 to 30 Apr 2025)
    • CF21 Investment Adviser (22 Oct 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (11 Jun 2003 to 22 Oct 2003)
  • Louise Woollard LLP (no longer approved here)

    FRN 416975

    • (2)Employed By (8 Dec 2004 to 30 Apr 2025)
  • ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

    FRN 122472

    • CF22 Investment Adviser (Trainee) (11 Jun 2003 to 11 Jun 2003)
  • ST. JAMES'S PLACE UK PLC (no longer approved here)

    FRN 150026

    • CF22 Investment Adviser (Trainee) (11 Jun 2003 to 11 Jun 2003)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

Recent activity

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

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