Stephanie Roisinna Curtin

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.

  • Continuum Wealth Limited

    FRN 601396

    • 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] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF1 Director (AR) (since 18 Sep 2014)
    • CF30 Customer (since 11 Aug 2014)
  • GT Wealth Management Ltd

    FRN 782985

    • (1)Employed By (since 23 Oct 2017)
  • Henley Wealth Management Ltd

    FRN 646660

    • (1)Employed By (since 18 Sep 2014)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (20 Aug 2013 to 20 Jun 2014)
  • TrinityBridge Limited (no longer approved here)

    FRN 119329

    • CF30 Customer (11 Oct 2011 to 7 Mar 2013)
  • Wealth At Work Limited (no longer approved here)

    FRN 417367

    • CF30 Customer (3 Mar 2008 to 17 Sep 2010)
  • Saga Personal Finance Limited (no longer approved here)

    FRN 178922

    • CF22 Investment Adviser (Trainee) (20 Aug 2007 to 14 Dec 2007)

Recent activity

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

No changes recorded yet.