Bonnie Ann Stevens

Last updated
2 days ago
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Where they hold approval

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

  • Scottish Widows Schroder Personal Wealth Limited

    FRN 830170

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 3 Feb 2023)
    • [FCA CF] Client dealing (since 3 Feb 2023)
  • TRULY INDEPENDENT LTD (no longer approved here)

    FRN 513655

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2022)
    • CF30 Customer (5 Sep 2018 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (25 Jan 2012 to 31 Dec 2012)
  • County Financial Services Limited (no longer approved here)

    FRN 530657

    • Employed By (25 Jan 2012 to 31 Dec 2012)
  • The Harvest Partnership Limited (no longer approved here)

    FRN 207708

    • CF30 Customer (1 Nov 2007 to 31 Jul 2008)
    • CF21 Investment Adviser (7 Feb 2006 to 31 Oct 2007)

Recent activity

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

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