Marcus Lee Porter

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.

  • Asset Risk Consultants (UK) Limited

    FRN 652972

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2024)
  • AlTi Wealth Management (UK) Limited (no longer approved here)

    FRN 541713

    • [FCA CF] Manager of certification employee (25 May 2023 to 8 Sep 2023)
    • [FCA CF] Client dealing (23 Feb 2023 to 8 Sep 2023)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 8 Sep 2023)
  • PricewaterhouseCoopers LLP (no longer approved here)

    FRN 221411

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Mar 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 Mar 2020)
    • CF30 Customer (13 Feb 2012 to 8 Dec 2019)

Recent activity

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

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