Paul Richard Stewart

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.

  • Bartlett Wealth Management Ltd

    FRN 114800

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • SMF3 Executive Director (since 29 Sep 2023)
    • [FCA CF] Manager of certification employee (since 1 May 2021)
    • [FCA CF] Client dealing (since 21 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 21 Jan 2020)
    • CF30 Customer (16 Jul 2009 to 4 Dec 2009)
  • Leodis Wealth Limited (no longer approved here)

    FRN 707896

    • CF30 Customer (16 Sep 2019 to 8 Dec 2019)

Recent activity

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

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