Steven John Hunka

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2019)
    • CF1 Director (AR) (since 19 Mar 2015)
    • CF30 Customer (since 18 Dec 2014)
    • [FCA CF] Client dealing (10 Dec 2019 to 11 Dec 2019)
  • LEBC Group Ltd (no longer approved here)

    FRN 191818

    • Employed By (20 Feb 2009 to 18 Jun 2009)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF21 Investment Adviser (17 Nov 2005 to 23 Aug 2007)
    • CF22 Investment Adviser (Trainee) (19 May 2005 to 17 Nov 2005)
  • Wesleyan Assurance Society (no longer approved here)

    FRN 110873

    • CF22 Investment Adviser (Trainee) (19 May 2005 to 19 May 2005)
  • Wesleyan Unit Trust Managers Limited (no longer approved here)

    FRN 175798

    • CF22 Investment Adviser (Trainee) (19 May 2005 to 19 May 2005)

Recent activity

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

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