Robert Lloyd

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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] Client dealing (since 13 Apr 2022)
    • [FCA CF] Functions requiring qualifications (since 13 Apr 2022)
  • Benchmark Wealth Management Limited (no longer approved here)

    FRN 797692

    • (1)[FCA CF] Client dealing (2 Aug 2021 to 31 Oct 2022)
    • (2)[FCA CF] Functions requiring qualifications (2 Aug 2021 to 31 Oct 2022)

Recent activity

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

  1. controlled function added: (1)[FCA CF] Client dealing at Benchmark Wealth Management Limited

  2. controlled function added: (2)[FCA CF] Functions requiring qualifications at Benchmark Wealth Management Limited