Peter Edward Doncom

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.

  • Withybrook Financial Consultants Ltd

    FRN 471109

    • 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 19 Jan 2026)
    • [FCA CF] Client dealing (since 19 Jan 2026)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (19 Oct 2021 to 13 Apr 2026)
    • [FCA CF] Functions requiring qualifications (19 Oct 2021 to 13 Apr 2026)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (10 Jan 2020 to 4 Nov 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Nov 2021)
  • In Partnership Financial Advisers Limited (no longer approved here)

    FRN 744728

    • (6)Employed By (10 Jan 2020 to 4 Nov 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (20 Mar 2018 to 12 Sep 2019)
  • Beals Mortgage and Financial Services Limited (no longer approved here)

    FRN 471442

    • Employed By (6 Jun 2011 to 15 May 2015)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 15 Feb 2010)
    • CF21 Investment Adviser (20 May 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 May 2002)

Recent activity

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

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