Where they hold approval

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

  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 15 Dec 2008)
    • CF21 Investment Adviser (9 Feb 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Aug 2002 to 9 Feb 2004)
  • David Martin Potter (no longer approved here)

    FRN 215871

    • Employed By (1 Dec 2001 to 29 Aug 2002)

Recent activity

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

No changes recorded yet.