William Ross MacKenzie

Last updated
2 weeks ago
Watch for changes

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 (16 May 2022 to 17 Oct 2023)
    • [FCA CF] Client dealing (16 May 2022 to 17 Oct 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Jun 2022)
    • CF30 Customer (7 Apr 2017 to 21 Jun 2022)
    • CF1 Director (AR) (7 Apr 2017 to 21 Jun 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (7 Apr 2017 to 21 Jun 2022)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 26 Nov 2005)

Recent activity

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

No changes recorded yet.