Stephen Ivory

Last updated
3 weeks ago
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Where they hold approval

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

  • Fidelius Ltd

    FRN 188615

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Client dealing (since 2 Nov 2022)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (since 11 Aug 2014)
  • Azets Financial Planning Limited

    FRN 526955

    • Employed By (since 11 Aug 2014)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (30 May 2008 to 8 Aug 2014)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF21 Investment Adviser (8 Aug 2005 to 30 Dec 2005)
    • CF22 Investment Adviser (Trainee) (25 Jun 2004 to 8 Aug 2005)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF21 Investment Adviser (14 Nov 2003 to 30 Jun 2004)
    • CF22 Investment Adviser (Trainee) (24 Apr 2003 to 14 Nov 2003)
  • Martin Tickner (no longer approved here)

    FRN 193123

    • (6)Employed By (24 Apr 2003 to 30 Jun 2004)

Recent activity

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

No changes recorded yet.