Stephen Lamond MacDonald MacLeod

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

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 5 Dec 2025)
    • [FCA CF] Client dealing (since 5 Dec 2025)
  • Cobalt Asset Management LLP

    FRN 214681

    • Employed By (since 17 Nov 2015)
    • Employed By (1 Dec 2001 to 31 Oct 2004)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF4 Partner (AR) (4 Jun 2025 to 4 Dec 2025)
    • Appointed representative dealing with clients for which they require qualification (4 Jun 2025 to 4 Dec 2025)
    • CF30 Customer (2 Mar 2010 to 1 Apr 2012)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Dec 2025)
    • CF4 Partner (AR) (17 Nov 2015 to 4 Dec 2025)
    • CF30 Customer (2 Apr 2012 to 4 Dec 2025)
  • Cameron Scott Options Ltd (no longer approved here)

    FRN 401115

    • Employed By (20 Mar 2007 to 1 Feb 2008)
  • Personal Touch Financial Services Limited (no longer approved here)

    FRN 187834

    • CF1 Director (AR) (24 Nov 2006 to 1 Feb 2008)
  • Cameron Scott Healthcare Ltd (no longer approved here)

    FRN 209808

    • Employed By (24 Nov 2006 to 1 Feb 2008)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (15 Feb 2002 to 2 Sep 2007)
    • CF1 Director (AR) (31 Dec 2001 to 2 Sep 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF1 Director (AR) (31 Dec 2001 to 31 Oct 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
  • Cameron Scott Associates (no longer approved here)

    FRN 175994

    • Employed By (1 Dec 2001 to 6 Jan 2003)
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