Steven Ward

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Rite Wealth Ltd

    FRN 622187

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 30 May 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Dec 2024)
  • COLVIL LTD (no longer approved here)

    FRN 587710

    • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 9 Jun 2025)

Recent activity

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

No changes recorded yet.