Steve 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.

  • Sense Network Limited

    FRN 465124

    • 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] Client dealing (since 5 Sep 2022)
    • Appointed representative dealing with clients for which they require qualification (since 5 Sep 2022)
    • CF1 Director (AR) (since 9 Aug 2022)
    • CF30 Customer (since 9 Aug 2022)
  • Pegasus Independent Financial Advice Ltd

    FRN 980252

    • (1)Employed By (since 9 Aug 2022)
  • Best Practice IFA Group Limited (no longer approved here)

    FRN 223112

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Aug 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 Aug 2022)
    • CF1 Director (AR) (5 Oct 2010 to 27 Jun 2022)
    • CF30 Customer (5 Oct 2010 to 22 Aug 2022)
  • Lawrence Clarke Ltd (no longer approved here)

    FRN 131460

    • Employed By (11 Nov 2005 to 22 Aug 2022)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2005)

Recent activity

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

No changes recorded yet.