Kevin Urquhart Munro

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • WREN STERLING FINANCIAL PLANNING LIMITED

    FRN 665653

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 2 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2025)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (23 May 2011 to 17 May 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (4 Mar 2010 to 21 Mar 2011)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 3 Mar 2010)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)

Recent activity

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

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