Shane Richard Trueman

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.

  • Forester Life Limited

    FRN 177898

    • [FCA CF] Client dealing (since 5 Jul 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (21 Sep 2011 to 31 Aug 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF30 Customer (2 Dec 2010 to 28 Oct 2011)
    • CF21 Investment Adviser (20 Mar 2002 to 17 Nov 2006)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 20 Mar 2002)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 25 Nov 2010)
    • CF21 Investment Adviser (25 Jan 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (7 Nov 2006 to 25 Jan 2007)

Recent activity

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

No changes recorded yet.