Steven Moss-Blundell

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.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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] Manager of certification employee (since 8 Aug 2024)
    • [FCA CF] Client dealing (since 8 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 8 Aug 2024)
  • Titan Private Wealth Limited (no longer approved here)

    FRN 226392

    • [FCA CF] Client dealing (30 Apr 2021 to 5 Feb 2024)
    • [FCA CF] Material risk taker (30 Apr 2021 to 5 Feb 2024)
    • [FCA CF] Functions requiring qualifications (30 Apr 2021 to 5 Feb 2024)
    • CF30 Customer (30 Sep 2019 to 8 Dec 2019)

Recent activity

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

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