Stephen Mark Adams

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Chapel Wealth Management Group Ltd

    FRN 987637

    • Employed By (since 19 Dec 2022)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 5 Jan 2017)
  • Chapel Wealth Management LLP (no longer approved here)

    FRN 200313

    • Employed By (16 Jun 2021 to 27 Mar 2023)
  • BFP Wealth Management Ltd (no longer approved here)

    FRN 568555

    • Employed By (8 Oct 2018 to 5 Jul 2021)

Recent activity

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

No changes recorded yet.