Matthew Butler

• True Potential Wealth Management LLP

  FRN 529810

  • 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
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (14 Jan 2014 to 8 Dec 2019)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF21 Investment Adviser (30 Nov 2004 to 29 Oct 2007)
  • CF22 Investment Adviser (Trainee) (21 Oct 2003 to 30 Nov 2004)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF21 Investment Adviser (30 Nov 2004 to 29 Oct 2007)
  • CF22 Investment Adviser (Trainee) (21 Oct 2003 to 30 Nov 2004)
• Royal London Unit Trust Managers Limited (no longer approved here)

  FRN 144037

  • CF21 Investment Adviser (11 Nov 2002 to 14 Nov 2003)
• Royal London Mutual Insurance Society, Limited (THE) (no longer approved here)

  FRN 117672

  • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)
• Royal London Savings Limited (no longer approved here)

  FRN 191237

  • CF21 Investment Adviser (1 Dec 2001 to 14 Nov 2003)

No changes recorded yet.