Robert Stopa

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.

  • The On-Line Partnership Limited

    FRN 192638

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • 9A. Advising on P2P agreements
    • Director of firm who is not a certification employee or a SMF manager (since 23 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 23 Oct 2023)
    • CF30 Customer (since 20 Sep 2023)
    • CF1 Director (AR) (since 20 Sep 2023)
  • Stopa Wealth Management Solutions Ltd

    FRN 1000032

    • (1)Employed By (since 20 Sep 2023)
  • Lyncombe Consultants Limited (no longer approved here)

    FRN 618025

    • [FCA CF] Client dealing (18 Mar 2021 to 30 Nov 2023)
    • CF30 Customer (17 Mar 2021 to 30 Nov 2023)
    • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 30 Nov 2023)
  • Taylored Advice Group Limited (no longer approved here)

    FRN 937284

    • Employed By (17 Mar 2021 to 1 Dec 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Mar 2021)
    • CF30 Customer (20 Feb 2008 to 1 Mar 2021)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (81)Employed By (20 Feb 2008 to 1 Mar 2021)

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