Veronica Harrison

• True Potential Wealth Management LLP

  FRN 529810

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (17 Sep 2013 to 8 Dec 2019)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (2 Apr 2012 to 20 Sep 2013)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (2 Dec 2011 to 1 Apr 2012)
• Charles Derby Wealth Management Limited (no longer approved here)

  FRN 535816

  • Employed By (2 Dec 2011 to 20 Sep 2013)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (28 Mar 2011 to 18 Aug 2011)
• Fairstone Financial Management Limited (no longer approved here)

  FRN 475973

  • CF30 Customer (10 May 2010 to 8 Feb 2011)
• Quilter Financial Planning Solutions Limited (no longer approved here)

  FRN 184591

  • CF30 Customer (1 Nov 2007 to 29 Jul 2010)
  • CF21 Investment Adviser (24 Apr 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (26 Oct 2006 to 24 Apr 2007)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • CF21 Investment Adviser (1 Dec 2001 to 20 May 2006)
• Elevate Portfolio Services Limited (no longer approved here)

  FRN 144849

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
• Aviva Administration Limited (no longer approved here)

  FRN 185746

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)

No changes recorded yet.