Stephen Roger Limbert

• St. James's Place Wealth Management Plc

  FRN 195351

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF1 Director (AR) (since 16 Jun 2021)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 20 Feb 2018)
• Stephen Limbert Wealth Management Limited

  FRN 801824

  • (2)Employed By (since 20 Feb 2018)
• JLT Wealth Management Limited (no longer approved here)

  FRN 196619

  • CF30 Customer (8 Jul 2016 to 23 Feb 2018)
• Chase de Vere Independent Financial Advisers limited (no longer approved here)

  FRN 137914

  • CF30 Customer (10 Aug 2015 to 8 Apr 2016)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (9 Dec 2014 to 10 Jul 2015)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF30 Customer (9 May 2008 to 26 Feb 2010)
• Zurich Assurance Ltd (no longer approved here)

  FRN 147672

  • CF21 Investment Adviser (4 Dec 2001 to 31 Jan 2002)

No changes recorded yet.