Steve Taylor

Last updated
6 days ago
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Where they hold approval

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

  • Start Financial Planning Limited

    FRN 956372

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • [FCA CF] Significant management (since 1 Dec 2021)
    • Responsible for Insurance Distribution (since 1 Dec 2021)
    • SMF16 Compliance Oversight (since 1 Dec 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Dec 2021)
    • SMF3 Executive Director (since 1 Dec 2021)
    • [FCA CF] Client dealing (since 1 Dec 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2021)
  • Milestone FP Ltd (no longer approved here)

    FRN 779397

    • Responsible for Insurance Mediation (16 Nov 2017 to 1 Dec 2017)
    • CF30 Customer (16 Nov 2017 to 1 Dec 2017)
    • CF11 Money Laundering Reporting (16 Nov 2017 to 1 Dec 2017)
    • CF10 Compliance Oversight (16 Nov 2017 to 1 Dec 2017)
    • CF1 Director (16 Nov 2017 to 1 Dec 2017)
  • Milestone JV LLP (no longer approved here)

    FRN 750108

    • (4)Employed By (27 Jun 2016 to 16 Nov 2017)

Recent activity

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

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