Stephen Lorenzelli

• Pensionhelp Limited

  FRN 754665

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (4 Dec 2017 to 8 Dec 2019)
• Fairstone Financial Management Limited (no longer approved here)

  FRN 475973

  • CF30 Customer (25 Jun 2014 to 21 Apr 2015)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF30 Customer (1 Nov 2007 to 31 Jan 2014)
  • CF22 Investment Adviser (Trainee) (9 May 2007 to 31 Oct 2007)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF21 Investment Adviser (31 Oct 2005 to 31 Oct 2006)
  • CF22 Investment Adviser (Trainee) (31 Jan 2005 to 31 Oct 2005)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF21 Investment Adviser (31 Oct 2005 to 31 Oct 2006)
  • CF22 Investment Adviser (Trainee) (31 Jan 2005 to 31 Oct 2005)
• ABERDEEN PLATFORM LIMITED (no longer approved here)

  FRN 188796

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

No changes recorded yet.