Andrew Stevenson

• The On-Line Partnership Limited

  FRN 192638

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 9 Jul 2025)
  • CF30 Customer (since 5 Jul 2025)
  • Appointed representative dealing with clients for which they require qualification (5 Jan 2021 to 1 May 2024)
  • CF30 Customer (4 Jan 2021 to 1 May 2024)
• Monforte Wealth Limited

  FRN 1001855

  • (1)Employed By (since 5 Jul 2025)
• The Whitechurch Network Limited (no longer approved here)

  FRN 190859

  • CF30 Customer (18 Apr 2024 to 30 Jun 2025)
  • Appointed representative dealing with clients for which they require qualification (18 Apr 2024 to 30 Jun 2025)
• Nexus IFA Limited (no longer approved here)

  FRN 550749

  • (12)Employed By (18 Apr 2024 to 30 Jun 2025)
• Crystal Wealth Management Ltd (no longer approved here)

  FRN 717673

  • Employed By (4 Jan 2021 to 30 Jun 2025)
• Mercer Limited (no longer approved here)

  FRN 121935

  • CF30 Customer (3 Nov 2017 to 8 Dec 2019)
• Chase de Vere Independent Financial Advisers limited (no longer approved here)

  FRN 137914

  • CF30 Customer (29 Jan 2013 to 8 Nov 2016)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (17 Sep 2012 to 2 Jan 2013)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF21 Investment Adviser (17 Sep 2007 to 3 Oct 2007)
• HBOS Investment Fund Managers Limited (no longer approved here)

  FRN 119223

  • CF21 Investment Adviser (17 Feb 2003 to 5 Jun 2003)
  • CF22 Investment Adviser (Trainee) (18 Oct 2002 to 17 Feb 2003)

No changes recorded yet.