Nicola Jane Stevenson

Last updated
3 weeks ago
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Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (since 21 Sep 2017)
    • CF30 Customer (since 27 Oct 2009)
  • Stevenson Wealth Planning

    FRN 510270

    • (2)Employed By (since 1 May 2012)
    • (1)Employed By (27 Oct 2009 to 20 Jul 2010)
  • The Trevor Downing Practice LLP (no longer approved here)

    FRN 401788

    • (22)Employed By (21 Jul 2010 to 3 Jan 2014)

Recent activity

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

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