Paul Andrew Boyd Stevens

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.

  • WINGATE WEALTH MANAGEMENT LIMITED

    FRN 478923

    • 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 11 Nov 2024)
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2024)
  • WFS Consulting Limited (no longer approved here)

    FRN 191531

    • [FCA CF] Client dealing (18 Nov 2024 to 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (18 Nov 2024 to 31 Mar 2026)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Client dealing (2 Jul 2024 to 8 Nov 2024)
    • [FCA CF] Functions requiring qualifications (2 Jul 2024 to 8 Nov 2024)

Recent activity

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

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