Stephen JEVONS

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.

  • AFH Independent Financial Services Limited

    FRN 216704

    • 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)
    • [FCA CF] Client dealing (since 27 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 27 Jan 2026)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (2 Sep 2022 to 8 Jan 2026)
    • CF30 Customer (2 Sep 2022 to 8 Jan 2026)
  • Tim Watts Wealth Management Limited (no longer approved here)

    FRN 415522

    • (4)Employed By (2 Sep 2022 to 8 Jan 2026)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (22 Jan 2021 to 9 Aug 2022)
    • [FCA CF] Functions requiring qualifications (22 Jan 2021 to 9 Aug 2022)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (30 Apr 2019 to 12 Jan 2021)

Recent activity

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

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