Huw Stephens

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.

  • Vision Independent Financial Planning Ltd (no longer approved here)

    FRN 487395

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 17 Mar 2021)
    • CF30 Customer (1 Dec 2016 to 8 Dec 2019)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 30 Sep 2013)
    • CF21 Investment Adviser (10 Nov 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Feb 2005 to 10 Nov 2006)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (2 Jul 2002 to 27 Feb 2004)
    • CF22 Investment Adviser (Trainee) (2 Jul 2002 to 2 Jul 2002)

Recent activity

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

No changes recorded yet.