Richard Robin

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 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 Jun 2022)
    • CF30 Customer (10 Apr 2012 to 31 Dec 2012)
  • Richard Robin (no longer approved here)

    FRN 216107

    • (1)Employed By (13 Aug 2018 to 6 Jun 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (1 Nov 2007 to 30 Mar 2012)
    • CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
  • Blueprint Financial Services Ltd (no longer approved here)

    FRN 227242

    • Employed By (21 Feb 2006 to 6 Jun 2022)

Recent activity

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

No changes recorded yet.