Stephen Paul McNamara

Last updated
2 weeks ago
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Where they hold approval

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

  • BURLINGTON ASSOCIATES LIMITED

    FRN 439731

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Client dealing (since 2 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 2 Jan 2025)
  • HW Financial Services Limited (no longer approved here)

    FRN 134190

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Dec 2024)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Dec 2024)
    • CF30 Customer (13 Jun 2019 to 8 Dec 2019)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF30 Customer (18 Jun 2014 to 24 May 2019)
  • Deep Blue Financial Limited (no longer approved here)

    FRN 190203

    • CF30 Customer (3 Jan 2014 to 22 May 2014)

Recent activity

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

No changes recorded yet.