Timothy James Bryn Edwards

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
    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 17 Mar 2025)
    • [FCA CF] Client dealing (since 17 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (18 Nov 2023 to 19 Mar 2025)
    • Appointed representative dealing with clients for which they require qualification (4 Sep 2023 to 19 Mar 2025)
  • New Leaf Distribution Limited (no longer approved here)

    FRN 460421

    • Appointed representative dealing with clients for which they require qualification (16 Nov 2021 to 18 May 2023)

Recent activity

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

No changes recorded yet.