Paul Stephen Davis

Last updated
2 weeks ago
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Where they hold approval

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

  • Sense Network Limited

    FRN 465124

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 16 Jun 2021)
    • [FCA CF] Client dealing (since 16 Jun 2021)
    • CF30 Customer (15 Jun 2021 to 28 Aug 2025)
  • Temple Wealth Management Ltd (no longer approved here)

    FRN 531961

    • Employed By (15 Jun 2021 to 28 Aug 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (18 Mar 2020 to 26 Mar 2021)
    • CF30 Customer (4 Mar 2020 to 26 Mar 2021)
  • Eight Wealth Management Limited (no longer approved here)

    FRN 416757

    • (23)Employed By (4 Mar 2020 to 26 Mar 2021)
  • Chris Hills Financial Consultancy Ltd (no longer approved here)

    FRN 215331

    • Employed By (17 Apr 2019 to 21 Nov 2019)
  • NFU Mutual Select Investments Limited (no longer approved here)

    FRN 582519

    • CF30 Customer (23 Jun 2017 to 20 Dec 2018)
  • NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

    FRN 117664

    • CF30 Customer (1 Nov 2007 to 28 Jul 2016)
    • CF21 Investment Adviser (20 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Dec 2005 to 20 Sep 2006)
  • N.F.U. Mutual Unit Managers Limited (no longer approved here)

    FRN 121922

    • CF21 Investment Adviser (20 Sep 2006 to 1 Apr 2007)
    • CF22 Investment Adviser (Trainee) (2 Dec 2005 to 20 Sep 2006)
  • Argentis Wealth Management Ltd (no longer approved here)

    FRN 419331

    • CF22 Investment Adviser (Trainee) (13 Jul 2005 to 30 Nov 2005)
  • Widelist Investments Limited (no longer approved here)

    FRN 145829

    • CF21 Investment Adviser (25 Apr 2005 to 24 May 2005)
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Recent activity

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

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