Trefor Owen-Jones

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 (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (5 Nov 2021 to 19 Oct 2023)
    • [FCA CF] Functions requiring qualifications (5 Nov 2021 to 19 Oct 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2022)
    • CF30 Customer (28 Jan 2017 to 28 Feb 2022)
  • Quilter Financial Advisers Ltd (no longer approved here)

    FRN 452529

    • (178)Employed By (28 Jan 2017 to 28 Feb 2022)
  • Atomos Financial Planning Limited (no longer approved here)

    FRN 193503

    • CF30 Customer (1 Nov 2007 to 3 Feb 2017)
    • CF21 Investment Adviser (9 Mar 2004 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 3 Mar 2004)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.