Stephen Roger Crisp

• Watch House Financial Planning Limited

  FRN 956894

  • Employed By (since 16 Aug 2021)
• St. James's Place Wealth Management Plc

  FRN 195351

  • 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)
  • CF1 Director (AR) (since 1 May 2012)
  • CF30 Customer (since 26 May 2011)
• Watch House Wealth Management Limited (no longer approved here)

  FRN 551369

  • Employed By (26 May 2011 to 25 Oct 2021)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (13 Jul 2009 to 18 Aug 2009)
• David Stephen Partners (no longer approved here)

  FRN 436035

  • Employed By (5 Aug 2005 to 21 Apr 2009)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (19 May 2005 to 5 Jul 2005)
  • CF22 Investment Adviser (Trainee) (9 Jun 2004 to 19 May 2005)

No changes recorded yet.