Simon Richard Gravestock

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

    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (5 Jun 2017 to 8 Dec 2019)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (17 Aug 2012 to 14 Jun 2017)
  • The Rayburn Group Ltd (554) (no longer approved here)

    FRN 192064

    • Employed By (20 Jul 1999 to 28 Jan 2003)

Recent activity

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

No changes recorded yet.