Timothy Waddell

• True Potential Wealth Management LLP

  FRN 529810

  • 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
  • [FCA CF] Client dealing (since 2 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 2 Aug 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 10 Oct 2022)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF1 Director (AR) (6 Jun 2014 to 11 Jul 2014)
  • CF30 Customer (6 Jun 2014 to 11 Jul 2014)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (14 Jun 2013 to 10 Oct 2022)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (8 Sep 2011 to 10 Oct 2022)
• Charles Derby Associates Wealth Management Ltd (no longer approved here)

  FRN 513083

  • Employed By (8 Sep 2011 to 10 Oct 2022)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (9 Apr 2008 to 25 Aug 2011)

No changes recorded yet.