Patrick Trueman

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.

  • James Hambro & Partners LLP

    FRN 513246

    • 14. Managing investments
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 30 Apr 2020)
    • [FCA CF] Functions requiring qualifications (since 30 Apr 2020)
  • LGT Wealth Management Limited (no longer approved here)

    FRN 466684

    • CF30 Customer (26 Sep 2013 to 8 Jul 2019)
  • Newton Investment Management Limited (no longer approved here)

    FRN 119331

    • CF30 Customer (7 Jul 2011 to 28 Sep 2013)

Recent activity

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

No changes recorded yet.