Peter Brinley Coleman

Last updated
1 week ago
Watch for changes

Where they hold approval

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

  • Yodelar Investments Limited

    FRN 810056

    • (21)4. Giving personal recommendations on retail investment products which are not broker funds
    • (20)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (18)[FCA CF] Client dealing (4 Oct 2021 to 2 Apr 2026)
    • (19)[FCA CF] Functions requiring qualifications (4 Oct 2021 to 2 Apr 2026)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (5 Jul 2019 to 23 Apr 2021)
  • AFH Independent Financial Services Limited (no longer approved here)

    FRN 216704

    • CF30 Customer (30 Nov 2016 to 31 Jan 2019)
  • UNIQ FAMILY WEALTH LIMITED (no longer approved here)

    FRN 594440

    • CF30 Customer (12 Jul 2016 to 20 Oct 2016)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (12 Sep 2014 to 12 Dec 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (6 Nov 2007 to 11 Nov 2012)

Recent activity

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

  1. controlled function removed: [FCA CF] Client dealing at Yodelar Investments Limited

  2. controlled function removed: 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at Yodelar Investments Limited

  3. controlled function removed: [FCA CF] Functions requiring qualifications at Yodelar Investments Limited

  4. controlled function removed: 4. Giving personal recommendations on retail investment products which are not broker funds at Yodelar Investments Limited

  5. controlled function added: (18)[FCA CF] Client dealing at Yodelar Investments Limited

  6. controlled function added: (19)[FCA CF] Functions requiring qualifications at Yodelar Investments Limited

  7. controlled function added: (20)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met) at Yodelar Investments Limited

  8. controlled function added: (21)4. Giving personal recommendations on retail investment products which are not broker funds at Yodelar Investments Limited