MARCUS EDWIN ARNOLD POTTER

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.

  • SHIPMAN FINANCIAL PLANNING LIMITED

    FRN 513289

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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] Client dealing (since 9 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
  • Shipman Wealth Management Ltd

    FRN 456896

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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] Client dealing (since 17 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 17 Feb 2026)
  • CG Wealth Planning Limited (no longer approved here)

    FRN 594155

    • [FCA CF] Client dealing (2 Dec 2020 to 12 Sep 2025)
    • [FCA CF] Functions requiring qualifications (2 Dec 2020 to 12 Sep 2025)

Recent activity

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

No changes recorded yet.