Mark Andrew Birkett

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
    • 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 30 Jun 2021)
    • [FCA CF] Functions requiring qualifications (since 30 Jun 2021)
  • Shacklocks LLP (no longer approved here)

    FRN 552510

    • CF30 Customer (14 Dec 2015 to 6 Dec 2019)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • CF30 Customer (29 Sep 2014 to 26 Feb 2015)
    • CF1 Director (AR) (29 Sep 2014 to 26 Feb 2015)
  • C Alexander & Partners Ltd (no longer approved here)

    FRN 118341

    • Employed By (25 Feb 2002 to 18 Jan 2008)

Recent activity

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

No changes recorded yet.