Robin Heimsoth

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.

  • STEPPING STONES FINANCIAL ADVISERS LIMITED

    FRN 715787

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF1 Director (4 Jan 2016 to 8 Dec 2019)
    • CF30 Customer (4 Jan 2016 to 8 Dec 2019)
  • Ancient Capital Financial Services Ltd (no longer approved here)

    FRN 187093

    • (4)Employed By (11 Oct 2001 to 8 Dec 2019)

Recent activity

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

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