Peter Charles Burgess

Last updated
1 week 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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 20 Jun 2023)
    • [FCA CF] Functions requiring qualifications (since 20 Jun 2023)
  • The Finance Planning Group Limited

    FRN 715721

    • 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 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (6 Apr 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (6 Apr 2016 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (6 Apr 2016 to 8 Dec 2019)
    • Responsible for Insurance Mediation (6 Apr 2016 to 30 Sep 2018)
  • Legal & General Partnership Services Limited (no longer approved here)

    FRN 300792

    • CF1 Director (AR) (29 Dec 2015 to 6 Apr 2016)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF1 Director (AR) (5 Mar 2015 to 3 Apr 2023)
  • Finance Planning Wealth Management Limited (no longer approved here)

    FRN 673741

    • Employed By (27 Feb 2015 to 3 Apr 2023)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (1 Dec 2001 to 17 Apr 2007)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (1 Dec 2001 to 17 Apr 2007)

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

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