Steven David Levin

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.

  • Quilter Financial Planning Solutions Limited

    FRN 184591

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
    • CF2 Non Executive Director (19 Jun 2014 to 14 Sep 2015)
  • Lighthouse Advisory Services Limited

    FRN 195199

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
  • QUILTER WEALTH LIMITED

    FRN 217742

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
    • CF2 Non Executive Director (19 Jun 2014 to 14 Sep 2015)
  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
    • CF2 Non Executive Director (19 Jun 2014 to 14 Sep 2015)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
    • CF2 Non Executive Director (19 Jun 2014 to 14 Sep 2015)
  • Quilter Financial Limited

    FRN 497604

    • SMF1 Chief Executive (since 1 Sep 2023)
    • SMF7 Group Entity Senior Manager (1 Dec 2022 to 31 Aug 2023)
  • Quilter Cheviot Limited

    FRN 124259

    • SMF7 Group Entity Senior Manager (since 1 Dec 2022)
  • Quilter Investment Platform Limited

    FRN 165359

    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF3 Chief Executive (29 Oct 2015 to 8 Dec 2019)
    • CF1 Director (29 Oct 2015 to 8 Dec 2019)
  • Quilter Life & Pensions Limited

    FRN 207977

    • SMF1 Chief Executive (since 10 Dec 2018)
    • SIMF1 Chief Executive Function (7 Mar 2016 to 9 Dec 2018)
    • CF3 Chief Executive (29 Oct 2015 to 6 Mar 2016)
    • CF1 Director (17 Dec 2013 to 7 Mar 2017)
  • Quilter Investors Limited (no longer approved here)

    FRN 208543

    • SMF3 Executive Director (17 May 2021 to 11 Feb 2025)
    • SMF1 Chief Executive (17 May 2021 to 20 Jan 2025)
    • CF2 Non Executive Director (1 Jun 2011 to 2 Aug 2013)
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