Stavros George Koulloupas

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Functions requiring qualifications (since 16 Jun 2023)
    • [FCA CF] Client dealing (since 16 Jun 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2023)
    • CF1 Director (AR) (10 Jan 2019 to 23 Jun 2023)
    • CF30 Customer (16 Dec 2016 to 23 Jun 2023)
  • IWM Informed Wealth Management (Oxfordshire) Ltd (no longer approved here)

    FRN 766804

    • Employed By (16 Dec 2016 to 23 Jun 2023)
  • Advance Wealth Limited (no longer approved here)

    FRN 494241

    • CF30 Customer (15 Aug 2013 to 31 Dec 2016)
  • NFP Benefits Consultants Limited (no longer approved here)

    FRN 518520

    • CF30 Customer (3 Feb 2012 to 1 Jan 2013)

Recent activity

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

No changes recorded yet.