Stephen Page

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • SERENITY FINANCIAL PLANNING LTD

    FRN 452299

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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)
    • SMF3 Executive Director (since 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2023)
    • [FCA CF] Client dealing (since 1 Jul 2023)
  • Page Russell Ltd (no longer approved here)

    FRN 403031

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Jun 2023)
    • SMF3 Executive Director (9 Dec 2019 to 4 Sep 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2023)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (12 Oct 2004 to 31 Oct 2007)
    • CF1 Director (12 Oct 2004 to 8 Dec 2019)
  • Richard Page Financial Services (no longer approved here)

    FRN 156624

    • (1)Employed By (1 Dec 2001 to 23 Apr 2003)
  • Prudential International Assurance Plc (no longer approved here)

    FRN 170672

    • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2003)
  • Franklin & Russell Insurance Consultants Ltd (no longer approved here)

    FRN 121185

    • (2)Employed By (2 Oct 2000 to 4 Jan 2002)

Recent activity

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

No changes recorded yet.