Stephen Wilson

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.

  • ValidPath Limited

    FRN 197107

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • CF4 Partner (AR) (since 10 Oct 2025)
    • CF30 Customer (since 2 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Feb 2020)
  • Cable Financial Management

    FRN 930229

    • Employed By (since 2 Sep 2020)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2020)
    • [FCA CF] Client dealing (9 Dec 2019 to 8 Dec 2020)
    • CF30 Customer (26 May 2017 to 8 Dec 2019)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (19 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (9 Jul 2003 to 19 Mar 2007)
  • Cable Finance (1646) (no longer approved here)

    FRN 150886

    • Employed By (7 Oct 1998 to 29 Dec 2003)

Recent activity

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

No changes recorded yet.