Stephen Andrew Burt

Last updated
3 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Chase de Vere Independent Financial Advisers limited

    FRN 137914

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 2 Nov 2021)
    • CF30 Customer (6 Oct 2021 to 31 Jan 2026)
  • Principal & Prosper Limited (no longer approved here)

    FRN 944737

    • (1)Employed By (19 Apr 2021 to 31 Jan 2026)

Recent activity

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

  1. controlled function removed: Employed By at Principal & Prosper Limited

  2. controlled function added: (1)Employed By at Principal & Prosper Limited