Stephen Bell

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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] Functions requiring qualifications (since 21 Aug 2023)
    • [FCA CF] Client dealing (since 21 Aug 2023)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Oct 2023)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 12 Jun 2023)
    • CF1 Director (AR) (31 Mar 2016 to 8 Jun 2023)
    • CF4 Partner (AR) (27 Aug 2013 to 14 Jan 2016)
    • CF30 Customer (3 Nov 2010 to 9 Oct 2023)
  • Veritas Wealth Management Ltd (no longer approved here)

    FRN 741274

    • Employed By (31 Mar 2016 to 9 Oct 2023)
  • Jigsaw Financial Associates Limited (no longer approved here)

    FRN 519787

    • (3)Employed By (6 Jul 2015 to 6 Jun 2016)
  • Quilter Private Client Advisers Limited (no longer approved here)

    FRN 227836

    • (153)Employed By (5 Nov 2009 to 1 Dec 2010)
  • JOHNSTON CAMPBELL LIMITED (no longer approved here)

    FRN 432503

    • CF30 Customer (10 Apr 2008 to 6 Nov 2009)

Recent activity

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

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