William George Read

Last updated
1 week ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Trusthouze Ltd

    FRN 660389

    • 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 19 Dec 2019)
    • [FCA CF] Client dealing (since 19 Dec 2019)
    • CF30 Customer (28 Jan 2016 to 8 Dec 2019)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (5 Nov 2010 to 30 Nov 2010)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 30 Sep 2010)
    • CF21 Investment Adviser (27 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (4 Dec 2006 to 27 Mar 2007)
  • WGR Financial Services (no longer approved here)

    FRN 402718

    • Employed By (13 Aug 2004 to 25 Dec 2006)
  • Manchester Mortgages Ltd (no longer approved here)

    FRN 194263

    • (2)Employed By (14 Feb 2001 to 17 Aug 2004)

Recent activity

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

No changes recorded yet.