Steven Kibler

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.

  • Sophex Limited (no longer approved here)

    FRN 457902

    • [FCA CF] Functions requiring qualifications (31 Dec 2024 to 19 Dec 2025)
    • [FCA CF] Client dealing (31 Dec 2024 to 19 Dec 2025)
    • [FCA CF] Manager of certification employee (31 Dec 2024 to 19 Dec 2025)
  • ROBERT GERRARD & WESTBROOK LIMITED (no longer approved here)

    FRN 188640

    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)
    • CF30 Customer (1 Sep 2016 to 27 Sep 2018)
  • TRILLIUM FINANCIAL PLANNING LTD. (no longer approved here)

    FRN 196304

    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
  • Penvest Limited (no longer approved here)

    FRN 407889

    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Dec 2025)
    • CF30 Customer (29 Nov 2018 to 8 Dec 2019)
  • IFA FINANCIAL SERVICES (UK) LTD. (no longer approved here)

    FRN 447432

    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
  • Insight Financial Associates Limited (no longer approved here)

    FRN 458421

    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 3 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Aug 2022)
    • CF30 Customer (1 Nov 2007 to 19 Feb 2019)
    • CF21 Investment Adviser (2 Jan 2007 to 31 Oct 2007)
  • ASSET INVESTMENT MANAGEMENT LTD. (no longer approved here)

    FRN 462797

    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
  • Insight Wealth Limited (no longer approved here)

    FRN 470603

    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
  • D B Financial Management Limited (no longer approved here)

    FRN 522214

    • [FCA CF] Manager of certification employee (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Client dealing (5 Feb 2024 to 19 Dec 2025)
    • [FCA CF] Functions requiring qualifications (5 Feb 2024 to 19 Dec 2025)

Recent activity

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

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