Robert James Meade Walsh

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 (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (8 Jan 2021 to 21 Feb 2022)
    • [FCA CF] Functions requiring qualifications (8 Jan 2021 to 21 Feb 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 19 Feb 2021)
    • CF30 Customer (1 Nov 2007 to 19 Feb 2021)
    • CF4 Partner (AR) (30 May 2006 to 18 Jan 2012)
    • CF22 Investment Adviser (Trainee) (30 May 2006 to 31 Oct 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF4 Partner (AR) (30 May 2006 to 18 Jan 2012)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 25 May 2006)
    • CF4 Partner (AR) (1 Jun 2005 to 25 May 2006)

Recent activity

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

No changes recorded yet.