John Pearson Steele

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.

  • Heritage & Co UK Limited

    FRN 1020248

    • (2)Employed By (since 21 Oct 2024)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 17 Oct 2011)
    • CF30 Customer (since 17 Oct 2011)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (19 Dec 2008 to 1 Nov 2011)
    • CF30 Customer (19 Dec 2008 to 1 Nov 2011)
  • Heritage Financial Consultancy Limited (no longer approved here)

    FRN 181849

    • (5)Employed By (1 Dec 2001 to 1 Apr 2025)

Recent activity

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

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