Martin Kerr Toal

Last updated
1 week 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 (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (8 Oct 2021 to 6 Oct 2023)
    • [FCA CF] Client dealing (8 Oct 2021 to 6 Oct 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (19 May 2021 to 30 Jun 2021)
    • CF30 Customer (14 May 2021 to 30 Jun 2021)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Functions requiring qualifications (11 Mar 2020 to 7 Apr 2021)
    • [FCA CF] Client dealing (11 Mar 2020 to 7 Apr 2021)
    • CF30 Customer (14 Jun 2019 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (14 Jan 2016 to 6 Mar 2016)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 8 May 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.