Paul James Bird

Last updated
6 days 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

    • 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 28 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 28 Nov 2022)
  • Grosvenor Corlett Bird Limited

    FRN 952209

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 5 Jan 2022)
    • Responsibility for MCD Intermediation (since 5 Jan 2022)
    • Responsible for Insurance Distribution (since 5 Jan 2022)
    • SMF16 Compliance Oversight (since 5 Jan 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Jan 2022)
    • SMF3 Executive Director (since 5 Jan 2022)
    • [FCA CF] Client dealing (since 5 Jan 2022)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (7 Oct 2020 to 18 Jan 2022)
    • CF30 Customer (1 Nov 2007 to 18 Jan 2022)
    • CF1 Director (AR) (26 Jun 2002 to 18 Jan 2022)
    • CF21 Investment Adviser (26 Jun 2002 to 31 Oct 2007)
  • CSLP Ltd (no longer approved here)

    FRN 463332

    • Employed By (2 Feb 2007 to 18 Jan 2022)
  • Grosvenor Corlett Bird Ltd (no longer approved here)

    FRN 213044

    • (5)Employed By (26 Jun 2002 to 18 Jan 2022)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF21 Investment Adviser (1 Dec 2001 to 16 Dec 2002)
  • Corlett-Berkeley (142) (no longer approved here)

    FRN 200667

    • Employed By (1 Dec 2001 to 16 Dec 2002)

Recent activity

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

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