Steven Oliver

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.

  • Quilter Financial Limited

    FRN 497604

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Sep 2021)
    • CF30 Customer (since 26 Apr 2021)
  • Henderson Stone Asset Management Limited

    FRN 811915

    • (2)Employed By (since 26 Apr 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (11 Dec 2019 to 20 May 2021)
    • CF30 Customer (4 Dec 2019 to 20 May 2021)
  • Whitelaw Wells Financial Planning Limited (no longer approved here)

    FRN 543359

    • Employed By (4 Dec 2019 to 10 Aug 2021)

Recent activity

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

No changes recorded yet.