Kevin Holleron

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.

  • Sovereign Wealth Limited

    FRN 471459

    • (33)Employed By (since 6 Dec 2023)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 11. Pension transfer specialist
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 12 Dec 2012)
    • CF1 Director (AR) (12 Dec 2012 to 14 Dec 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (1 Feb 2010 to 31 Mar 2010)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 26 Aug 2009)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (1 Nov 2007 to 2 Jul 2008)
    • CF21 Investment Adviser (1 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 May 2005 to 1 Feb 2006)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 20 Apr 2005)

Recent activity

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

No changes recorded yet.