Calvin John Montford Bebb

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.

  • Fairstone Wealth Management Limited

    FRN 188596

    • 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] Client dealing (since 10 Jan 2024)
    • [FCA CF] Functions requiring qualifications (since 10 Jan 2024)
  • Fairstone Financial Management Limited (no longer approved here)

    FRN 475973

    • [FCA CF] Functions requiring qualifications (9 May 2022 to 31 May 2024)
    • [FCA CF] Client dealing (9 May 2022 to 31 May 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 18 Mar 2022)
    • CF30 Customer (2 Feb 2021 to 18 Mar 2022)
  • Forbes Financial Ltd (no longer approved here)

    FRN 481036

    • (4)Employed By (2 Feb 2021 to 18 Mar 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • [FCA CF] Manager of certification employee (7 Mar 2016 to 23 Oct 2020)
    • CF30 Customer (1 Nov 2007 to 5 Feb 2008)
    • CF21 Investment Adviser (7 Nov 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Apr 2002 to 7 Nov 2002)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF22 Investment Adviser (Trainee) (9 Apr 2002 to 30 Aug 2002)

Recent activity

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

No changes recorded yet.