Stefan Winnik

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

    • 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
    • [FCA CF] Client dealing (since 13 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 13 Dec 2023)
    • CF1 Director (AR) (since 25 Nov 2023)
    • CF30 Customer (since 25 Nov 2023)
  • Brookstone Wealth Ltd

    FRN 1006251

    • Employed By (since 25 Nov 2023)
  • KW Wealth Planning Limited (no longer approved here)

    FRN 114694

    • [FCA CF] Functions requiring qualifications (9 Jun 2022 to 24 Nov 2023)
    • [FCA CF] Client dealing (9 Jun 2022 to 24 Nov 2023)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF30 Customer (3 May 2012 to 4 Oct 2013)
  • Sterling Trust Professional (York) Limited (no longer approved here)

    FRN 165828

    • (8)Employed By (3 May 2012 to 4 Oct 2013)

Recent activity

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

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