Peter Winter

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.

  • ValidPath Limited

    FRN 197107

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 8 Aug 2024)
    • CF1 Director (AR) (since 18 Jun 2024)
    • CF30 Customer (since 18 Jun 2024)
  • Active Financial Ltd

    FRN 1013616

    • (2)Employed By (since 18 Jun 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (18 Nov 2020 to 7 Aug 2024)
    • [FCA CF] Functions requiring qualifications (18 Nov 2020 to 7 Aug 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (12 Aug 2016 to 21 Dec 2016)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (12 May 2016 to 15 Jul 2016)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (8 Apr 2016 to 15 Jul 2016)
  • Spreadex Limited (no longer approved here)

    FRN 190941

    • CF26 Customer Trading (4 Oct 2007 to 4 Oct 2007)

Recent activity

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

No changes recorded yet.