Stephen Michael Gleeson

Last updated
1 week ago
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Where they hold approval

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

  • Futura Wealth Management Ltd

    FRN 515272

    • 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] Client dealing (since 1 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 1 Jan 2026)
  • Whitefriars Financial Services Limited

    FRN 222458

    • 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] Functions requiring qualifications (since 2 Mar 2023)
    • [FCA CF] Client dealing (since 2 Mar 2023)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 15 Jan 2023)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • [FCA CF] Functions requiring qualifications (19 May 2016 to 1 Jul 2018)
    • CF30 Customer (8 Feb 2008 to 1 Jan 2009)

Recent activity

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

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