William Drillsma

• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (3 Oct 2024 to 3 Oct 2024)
• Smith Jackson Wealth Management Limited (no longer approved here)

  FRN 972581

  • (1)Employed By (3 Oct 2024 to 3 Oct 2024)
• True Potential Wealth Management LLP (no longer approved here)

  FRN 529810

  • [FCA CF] Functions requiring qualifications (9 Jul 2020 to 2 Jun 2023)
  • [FCA CF] Client dealing (9 Jul 2020 to 2 Jun 2023)
• Vision Independent Financial Planning Ltd (no longer approved here)

  FRN 487395

  • CF1 Director (AR) (30 Aug 2016 to 21 Sep 2020)
  • CF30 Customer (30 Aug 2016 to 21 Sep 2020)
• BG Investments North West Ltd (no longer approved here)

  FRN 756294

  • Employed By (30 Aug 2016 to 21 Sep 2020)
• Affinity Financial Awareness Limited (no longer approved here)

  FRN 409160

  • CF30 Customer (13 Mar 2008 to 28 Jun 2016)
• Quilter Financial Planning Solutions Limited (no longer approved here)

  FRN 184591

  • CF22 Investment Adviser (Trainee) (29 Mar 2005 to 13 Sep 2006)
• Chase de Vere Independent Financial Advisers limited (no longer approved here)

  FRN 137914

  • CF21 Investment Adviser (28 Jun 2004 to 11 Feb 2005)
• Verso Wealth Management Limited (no longer approved here)

  FRN 153871

  • CF21 Investment Adviser (1 Sep 2003 to 6 May 2004)
• WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 134753

  • CF21 Investment Adviser (1 Dec 2001 to 29 Aug 2003)

No changes recorded yet.