Rhodri Beynon

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.

  • Medical & Professional Investment LLP

    FRN 485852

    • 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)
    • [FCA CF] Client dealing (since 3 Feb 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Jun 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (2 Oct 2023 to 7 May 2024)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (18 Oct 2022 to 29 Sep 2023)
    • [FCA CF] Functions requiring qualifications (18 Oct 2022 to 29 Sep 2023)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Mar 2022)

Recent activity

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

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