Steven John Price

• Blakes Financial Management Limited

  FRN 810027

  • 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 1 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 26 Mar 2021)
  • CF30 Customer (2 Feb 2024 to 23 May 2025)
• AB FINANCIAL PARTNERS LTD (no longer approved here)

  FRN 1005869

  • Employed By (2 Feb 2024 to 23 May 2025)
• The Tavistock Partnership Limited (no longer approved here)

  FRN 519014

  • CF30 Customer (13 Apr 2017 to 3 Dec 2018)
• Blakes Financial Management Ltd (no longer approved here)

  FRN 584619

  • Employed By (1 May 2015 to 4 Dec 2018)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (30 Mar 2010 to 5 May 2015)
• Ryley Wealth Management Ltd (no longer approved here)

  FRN 416770

  • (11)Employed By (30 Mar 2010 to 5 May 2015)
• Independent Wealth Management Consultants Ltd (no longer approved here)

  FRN 138903

  • CF30 Customer (15 Jul 2008 to 1 Feb 2010)
• Origen Financial Services Limited (no longer approved here)

  FRN 192666

  • CF21 Investment Adviser (1 Mar 2005 to 20 Oct 2006)

No changes recorded yet.