Theophilus Bingham

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

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 17 Mar 2022)
    • [FCA CF] Client dealing (since 17 Mar 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Apr 2022)
    • CF30 Customer (11 Aug 2015 to 1 Apr 2022)
  • Integrated Business Analysis Limited (no longer approved here)

    FRN 151544

    • Employed By (11 Aug 2015 to 24 Aug 2016)
  • The Finance Shop (1750) (no longer approved here)

    FRN 191988

    • Employed By (6 Jul 2005 to 28 Feb 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (1 Dec 2001 to 28 May 2005)

Recent activity

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

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