Stephen Ian McClelland

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (since 21 Nov 2012)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (13 Feb 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Nov 2005 to 13 Feb 2006)
  • Stephen McClelland Financial Management Ltd

    FRN 441125

    • (2)Employed By (since 1 Nov 2005)
  • MCCLELLAND YARR FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 409228

    • CF1 Director (4 Jan 2005 to 24 Nov 2009)
    • CF21 Investment Adviser (4 Jan 2005 to 1 Nov 2005)

Recent activity

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

No changes recorded yet.