William Robert Freestone

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] Functions requiring qualifications (9 Dec 2019 to 15 Oct 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Oct 2020)
    • CF30 Customer (3 Nov 2017 to 8 Dec 2019)
  • Sandringham Financial Partners Limited (no longer approved here)

    FRN 581304

    • CF30 Customer (23 Jun 2014 to 8 Nov 2017)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 23 Aug 2014)
    • CF21 Investment Adviser (19 Dec 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Jun 2006 to 19 Dec 2006)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 16 Jun 2006)

Recent activity

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

No changes recorded yet.