Shannon 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.

  • Verso Wealth Management Limited

    FRN 153871

    • 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)
    • [FCA CF] Client dealing (since 29 Sep 2025)
    • [FCA CF] Functions requiring qualifications (since 29 Sep 2025)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (5 Dec 2022 to 3 Jun 2025)
    • [FCA CF] Functions requiring qualifications (5 Dec 2022 to 3 Jun 2025)
  • Mortgage Advice Bureau Limited (no longer approved here)

    FRN 455545

    • Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 23 Sep 2022)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 25 Oct 2019)

Recent activity

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

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