Gary Stevenson

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.

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Mar 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 20 Mar 2024)
    • CF30 Customer (9 Apr 2014 to 8 Dec 2019)
  • LOCKHART CONSULTANCY LIMITED (no longer approved here)

    FRN 458612

    • CF30 Customer (25 Mar 2013 to 31 Mar 2014)
  • TSB Bank plc (no longer approved here)

    FRN 191240

    • CF30 Customer (12 Mar 2009 to 11 Nov 2012)
    • CF22 Investment Adviser (Trainee) (9 Feb 2005 to 30 May 2006)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 12 Mar 2009)
    • CF21 Investment Adviser (30 May 2006 to 31 Oct 2007)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 28 Jan 2005)

Recent activity

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

No changes recorded yet.