Neil Charles Jaundrell

• 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] Functions requiring qualifications (since 24 Nov 2021)
  • [FCA CF] Client dealing (since 24 Nov 2021)
  • CF30 Customer (14 Jun 2012 to 30 Apr 2014)
• Lyncombe Consultants Limited (no longer approved here)

  FRN 618025

  • [FCA CF] Client dealing (25 Nov 2020 to 24 Nov 2021)
  • [FCA CF] Functions requiring qualifications (25 Nov 2020 to 24 Nov 2021)
• Distinct Financial Solutions Wealth Management Ltd (no longer approved here)

  FRN 742937

  • Employed By (6 Mar 2017 to 2 Jan 2019)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (4 Jan 2011 to 4 Jan 2012)
• Personal Touch Financial Services Limited (no longer approved here)

  FRN 187834

  • CF30 Customer (8 Apr 2010 to 23 Dec 2010)
• KTS Owens Thomas Wealth Management Ltd (no longer approved here)

  FRN 490513

  • Employed By (22 Oct 2008 to 16 Jul 2009)
• Hargreaves Lansdown Advisory Services Limited (no longer approved here)

  FRN 189627

  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2002)

No changes recorded yet.