Terence Lee Brimble

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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] Client dealing (since 11 Jun 2021)
    • [FCA CF] Functions requiring qualifications (since 11 Jun 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jul 2021)
    • CF30 Customer (22 Dec 2015 to 14 Jul 2021)
    • CF1 Director (AR) (22 Dec 2015 to 14 Jul 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (5 Dec 2007 to 5 Aug 2008)
  • Equilibrium Wealth Management Limited (no longer approved here)

    FRN 182132

    • (7)Employed By (9 Mar 2005 to 1 Jun 2005)

Recent activity

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

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