Stephen Lee

• Rosemount Financial Solutions (IFA) Limited

  FRN 535515

  • 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 16 Apr 2021)
• Quilter Mortgage Planning Limited (no longer approved here)

  FRN 440718

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 20 Apr 2021)
• Rosemount Financial Solutions Ltd (no longer approved here)

  FRN 448935

  • (44)Employed By (22 Feb 2011 to 13 Sep 2016)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (1 Nov 2007 to 13 Sep 2016)
  • CF22 Investment Adviser (Trainee) (26 Oct 2007 to 31 Oct 2007)
• Stephen Lee (no longer approved here)

  FRN 408021

  • (1)Employed By (29 Sep 2004 to 28 Dec 2006)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF21 Investment Adviser (17 May 2004 to 28 Dec 2006)
  • CF22 Investment Adviser (Trainee) (17 Dec 2003 to 17 May 2004)

No changes recorded yet.