Richard Charles Bulpin

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 10 Mar 2025)
    • [FCA CF] Client dealing (since 10 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2025)
    • CF4 Partner (AR) (16 May 2018 to 12 Mar 2025)
    • CF30 Customer (4 Jun 2009 to 12 Mar 2025)
  • Bulpin Wealth Management Partnership (no longer approved here)

    FRN 501731

    • Employed By (4 Jun 2009 to 12 Mar 2025)
  • Stirling House Financial Services Limited (no longer approved here)

    FRN 413234

    • CF30 Customer (1 Nov 2007 to 14 Mar 2008)
    • CF21 Investment Adviser (7 Nov 2006 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.