Lee White

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.

  • Stonehouse Financial Services Ltd

    FRN 454859

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 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] Client dealing (since 8 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 8 Sep 2025)
  • Waterbridge Financial Planning Limited

    FRN 734536

    • 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 23 Oct 2020)
    • [FCA CF] Client dealing (since 23 Oct 2020)
  • QED Financial Associates Ltd (no longer approved here)

    FRN 587216

    • CF30 Customer (1 Oct 2015 to 8 Dec 2019)
  • Andrew Langdale (no longer approved here)

    FRN 214856

    • (7)Employed By (8 Aug 2014 to 5 Oct 2015)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (8 Aug 2014 to 5 Oct 2015)
  • MOSAAC LIMITED (no longer approved here)

    FRN 581080

    • CF30 Customer (23 Jul 2013 to 31 Jul 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)

Recent activity

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

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