Jonathan Edward Stevens

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.

  • Centurion Wealth Management Limited

    FRN 509905

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Functions requiring qualifications (since 3 Aug 2020)
    • [FCA CF] Client dealing (since 3 Aug 2020)
  • TITAN WEALTH PLANNING LTD (no longer approved here)

    FRN 574458

    • CF30 Customer (2 Nov 2018 to 8 Dec 2019)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (30 Jul 2012 to 2 Oct 2018)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • CF30 Customer (28 Sep 2011 to 29 Aug 2012)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (26 Aug 2010 to 1 Nov 2011)
  • CAERUS Wealth Ltd (no longer approved here)

    FRN 525931

    • Employed By (26 Aug 2010 to 8 Dec 2019)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (25 Feb 2010 to 9 Sep 2010)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (3 Feb 2009 to 21 Aug 2009)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (16 Apr 2008 to 17 Dec 2008)

Recent activity

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

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