Paul Savage

Last updated
5 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Positive Wealth Limited

    FRN 1011414

    • 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 11 Nov 2024)
    • Responsible for Insurance Distribution (since 11 Nov 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Nov 2024)
    • SMF3 Executive Director (since 11 Nov 2024)
    • [FCA CF] Client dealing (since 11 Nov 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (16 Aug 2022 to 18 Mar 2025)
    • [FCA CF] Client dealing (16 Aug 2022 to 18 Mar 2025)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Sep 2022)
    • CF30 Customer (4 Apr 2011 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.