Steven James Czech

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 SERVICES LIMITED

    FRN 440703

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • CF30 Customer (since 27 Mar 2020)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (6 May 2014 to 14 May 2014)
  • Quilter Financial Advisers Ltd

    FRN 452529

    • (355)Employed By (since 27 Mar 2020)
    • (489)Employed By (6 May 2014 to 14 May 2014)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (11 Jun 2014 to 8 Apr 2020)
  • Charles Derby Wealth Management Limited (no longer approved here)

    FRN 535816

    • Employed By (11 Jun 2014 to 11 Nov 2022)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (9 Nov 2012 to 30 Jun 2014)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)

Recent activity

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

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