Stephen Trenholm

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.

  • Vale Insurance Services Limited

    FRN 154917

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 11. Pension transfer specialist
    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
  • LOGIC WEALTH PLANNING LTD (no longer approved here)

    FRN 435878

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jul 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
    • CF30 Customer (24 Jun 2016 to 8 Dec 2019)
  • Asset and Investment Management Limited (no longer approved here)

    FRN 196680

    • CF30 Customer (29 Jan 2015 to 27 Jun 2016)

Recent activity

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

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