Mark Edward Allan

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

    • 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 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (7 Sep 2012 to 8 Dec 2019)
  • Pension Savings Investment Annuity Mortgage LLP (no longer approved here)

    FRN 592550

    • CF4 Partner (4 Apr 2013 to 10 Apr 2013)
    • CF30 Customer (4 Apr 2013 to 10 Apr 2013)

Recent activity

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

No changes recorded yet.