Richard Michael White

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • True Potential Wealth Management LLP

    FRN 529810

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 29 Mar 2022)
    • [FCA CF] Client dealing (since 29 Mar 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 Jul 2022)
    • CF1 Director (AR) (23 Apr 2009 to 6 Jul 2022)
    • CF30 Customer (19 Feb 2009 to 6 Jul 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (12 Jan 2007 to 6 Jul 2022)
    • CF22 Investment Adviser (Trainee) (12 Jan 2007 to 23 Oct 2007)
  • Whiter Financial Ltd (no longer approved here)

    FRN 462453

    • Employed By (12 Jan 2007 to 6 Jul 2022)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (3 Aug 2005 to 31 Dec 2006)
    • CF7 Sole Trader (AR) (8 Apr 2005 to 28 Oct 2005)
    • CF22 Investment Adviser (Trainee) (8 Apr 2005 to 3 Aug 2005)
  • Whiter Financial (no longer approved here)

    FRN 430303

    • Employed By (8 Apr 2005 to 31 Dec 2006)
  • Starz Co UK Ltd (no longer approved here)

    FRN 162704

    • (14)Employed By (24 May 2002 to 19 Mar 2004)

Recent activity

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

  1. controlled function added: (14)Employed By at Starz Co UK Ltd