Steven Burley

Last updated
3 weeks ago
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Where they hold approval

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

  • BFS Wealth and Protection Ltd

    FRN 125891

    • 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)
    • CF1 Director (AR) (since 1 Oct 2024)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 8 Nov 2021)
    • CF1 Director (AR) (13 Jul 2006 to 26 Mar 2024)
    • CF24 Pension Transfer Specialist (22 Dec 2005 to 31 Oct 2007)
    • CF1 Director (15 Mar 2002 to 8 Dec 2019)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Eximia Broking Ltd

    FRN 1016624

    • (2)Employed By (since 1 Oct 2024)
  • Deb Wealth Management & Protection Ltd (no longer approved here)

    FRN 497067

    • Employed By (31 Jul 2009 to 15 Apr 2024)
  • Radius Insurance Solutions Limited (no longer approved here)

    FRN 300425

    • CF1 Director (12 May 2007 to 20 Nov 2019)
  • Clarkehouse Financial Services Ltd (no longer approved here)

    FRN 454483

    • Employed By (13 Jul 2006 to 26 Jun 2014)
  • Northchurch Financial Services Ltd (no longer approved here)

    FRN 208794

    • Employed By (15 Mar 2002 to 21 Aug 2012)

Recent activity

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

  1. controlled function removed: Employed By at Eximia Broking Ltd

  2. controlled function added: (2)Employed By at Eximia Broking Ltd