Luis Villar Pena

Last updated
2 weeks ago
Watch for changes

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 31 May 2023)
    • [FCA CF] Client dealing (since 31 May 2023)
  • Apollo Private Wealth Ltd (no longer approved here)

    FRN 776254

    • (11)Employed By (24 Feb 2022 to 28 Apr 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (24 Sep 2021 to 28 Apr 2023)
    • CF30 Customer (2 Sep 2021 to 28 Apr 2023)
  • McKenzie Wealth Management Ltd (no longer approved here)

    FRN 505484

    • (2)Employed By (2 Sep 2021 to 28 Apr 2023)

Recent activity

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

  1. controlled function removed: Employed By at Apollo Private Wealth Ltd

  2. controlled function added: (11)Employed By at Apollo Private Wealth Ltd