Rupert Edward Hugh Stevenson

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.

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 30 Jul 2025)
    • [FCA CF] Client dealing (since 30 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 30 Jul 2025)
    • CF1 Director (AR) (since 3 Jul 2025)
    • CF30 Customer (since 3 Jul 2025)
  • Oculus Wealth Management (Nexus) Limited

    FRN 1029051

    • (1)Employed By (since 3 Jul 2025)
  • Panthera Private Office LLP (no longer approved here)

    FRN 541341

    • [FCA CF] Functions requiring qualifications (11 Aug 2021 to 30 Apr 2025)
    • [FCA CF] Client dealing (11 Aug 2021 to 30 Apr 2025)

Recent activity

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

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