Wai Man Cheung

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

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 17 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 17 Dec 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Dec 2025)
    • CF30 Customer (1 Nov 2007 to 24 Dec 2025)
    • CF21 Investment Adviser (11 Feb 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Aug 2003 to 11 Feb 2004)
  • Wai Cheung (no longer approved here)

    FRN 416196

    • Employed By (8 Dec 2004 to 24 Dec 2025)
  • WMC Investment Managers (718) (no longer approved here)

    FRN 153496

    • Employed By (1 Oct 1998 to 27 Aug 2002)

Recent activity

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

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