Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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True Potential Wealth Management LLP
FRN 529810
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Client dealing (since 6 Dec 2023)
- [FCA CF] Functions requiring qualifications (since 6 Dec 2023)
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- CF30 Customer (24 Jul 2023 to 24 Oct 2023)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Nov 2023)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.