David Stead

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.

  • Corbel Partners Limited

    FRN 429142

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 7 Nov 2025)
    • CF1 Director (AR) (since 11 Sep 2025)
    • CF30 Customer (since 11 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 16 Oct 2023)
    • [FCA CF] Client dealing (since 16 Oct 2023)
  • Oakcrest Private Office Limited

    FRN 1039730

    • (2)Employed By (since 11 Sep 2025)
  • Weatherbys Bank Limited (no longer approved here)

    FRN 204571

    • [FCA CF] Material risk taker (29 Jul 2019 to 7 Dec 2021)
    • [FCA CF] Functions requiring qualifications (29 Jul 2019 to 7 Dec 2021)
  • Investec Bank PLC (no longer approved here)

    FRN 172330

    • [FCA CF] Functions requiring qualifications (6 Mar 2018 to 23 May 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (14 May 2014 to 31 May 2014)

Recent activity

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

No changes recorded yet.