Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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True Potential Wealth Management LLP
FRN 529810
- SMF1 Chief Executive (since 14 Jan 2026)
- SMF27 Partner (since 14 Jan 2026)
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- Responsible for Insurance Distribution (20 Jun 2023 to 1 Jan 2026)
- Responsibility for MCD Intermediation (20 Jun 2023 to 1 Jan 2026)
- SMF3 Executive Director (13 Dec 2022 to 1 Jan 2026)
- SMF18 Other Overall Responsibility (9 Aug 2022 to 13 Dec 2022)
- CF1 Director (AR) (6 Dec 2013 to 31 Jan 2022)
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- (10)Employed By (20 Jan 2023 to 1 Jan 2026)
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- SMF3 Executive Director (4 Oct 2022 to 31 Dec 2025)
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- [FCA CF] Material risk taker (7 Mar 2016 to 31 Jan 2022)
- [PRA CF] Significant risk taker or Material risk taker (7 Mar 2016 to 31 Jan 2022)
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- (131)Employed By (6 Dec 2013 to 31 Jan 2022)
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- CF22 Investment Adviser (Trainee) (30 Nov 2006 to 29 Oct 2007)
- CF7 Sole Trader (AR) (21 Aug 2002 to 29 Aug 2003)
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- CF22 Investment Adviser (Trainee) (30 Nov 2006 to 29 Oct 2007)
- CF7 Sole Trader (AR) (21 Aug 2002 to 29 Aug 2003)
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- CF21 Investment Adviser (21 Mar 2002 to 1 Aug 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.