Robert Julian Fellows

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 28 Oct 2021)
    • [FCA CF] Client dealing (since 28 Oct 2021)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Oct 2021)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (19 Sep 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (23 May 2002 to 19 Sep 2002)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Oct 2021)

Recent activity

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

No changes recorded yet.