Steven Jones

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.

  • KYMIN FINANCIAL SERVICES LIMITED

    FRN 189815

    • 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)
    • 9A. Advising on P2P agreements
    • CF1 Director (AR) (since 16 Jul 2025)
    • Appointed representative dealing with clients for which they require qualification (since 19 Nov 2020)
    • CF30 Customer (since 9 Dec 2016)
  • Argoed Wealth Management Ltd

    FRN 733723

    • (1)Employed By (since 9 Dec 2016)
    • (1)Employed By (1 Apr 2016 to 1 Dec 2016)
  • ARCHYTAS STRATEGIC PLANNING LIMITED (no longer approved here)

    FRN 609841

    • CF1 Director (AR) (1 Apr 2016 to 1 Dec 2016)
    • CF30 Customer (1 Apr 2016 to 1 Dec 2016)
  • Whitechurch Securities Limited (no longer approved here)

    FRN 114318

    • CF30 Customer (1 Dec 2011 to 15 Dec 2015)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 27 Oct 2011)

Recent activity

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

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