Peter Ashcroft

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 BEARING LIMITED

    FRN 486512

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2025)
    • CF30 Customer (11 Aug 2015 to 19 Feb 2025)
  • True Bearing (North West) Limited (no longer approved here)

    FRN 709439

    • (9)Employed By (1 May 2017 to 19 Feb 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (22 May 2013 to 1 Oct 2015)
    • CF1 Director (AR) (22 May 2013 to 1 Oct 2015)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (22 May 2013 to 1 Oct 2015)
  • Charnock Financial Solutions Ltd (no longer approved here)

    FRN 600403

    • Employed By (22 May 2013 to 1 Oct 2015)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Nov 2012)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

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