Lee Michael Ramsden

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.

  • SF Wealth Services Ltd

    FRN 785187

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 1 May 2025)
    • [FCA CF] Client dealing (since 1 May 2025)
  • BROWN SHIPLEY & CO. LIMITED (no longer approved here)

    FRN 124548

    • [FCA CF] Functions requiring qualifications (9 Sep 2019 to 19 Mar 2021)
  • BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

    FRN 155595

    • CF30 Customer (20 Apr 2015 to 31 Mar 2018)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (5 Oct 2010 to 30 Apr 2012)
  • Cullen Wealth Limited (no longer approved here)

    FRN 224355

    • CF30 Customer (2 Sep 2010 to 2 Sep 2010)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 6 Aug 2010)
    • CF21 Investment Adviser (14 May 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jun 2006 to 14 May 2007)

Recent activity

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

No changes recorded yet.