Patrick Christopher Finbarr Kelly

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] Functions requiring qualifications (since 20 Jul 2022)
    • [FCA CF] Client dealing (since 20 Jul 2022)
  • Trade Direct Insurance Services Ltd (no longer approved here)

    FRN 307734

    • CF2 Non Executive Director (5 Nov 2008 to 3 Apr 2014)
    • CF1 Director (18 Oct 2005 to 30 Apr 2008)
  • Lonsdale Insurance Brokers Limited (no longer approved here)

    FRN 308425

    • CF13 Finance (2 Sep 2005 to 7 Sep 2007)
    • CF1 Director (2 Sep 2005 to 7 Sep 2007)
  • Kerry London Limited (no longer approved here)

    FRN 308255

    • CF1 Director (7 Feb 2005 to 28 Apr 2009)
    • CF2 Non Executive Director (14 Jan 2005 to 7 Feb 2005)

Recent activity

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

No changes recorded yet.