Steven Wilby

Last updated
1 week ago
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Where they hold approval

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

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 9 Feb 2022)
    • CF30 Customer (since 9 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2022)
    • [FCA CF] Client dealing (since 6 Jan 2022)
    • [FCA CF] Manager of certification employee (19 Jun 2024 to 20 Nov 2024)
  • OCULUS WEALTH MANAGEMENT (LEEDS) LIMITED

    FRN 966740

    • (1)Employed By (since 9 Feb 2022)
  • Oculus Wealth Management (Cheshire) Ltd (no longer approved here)

    FRN 966742

    • (7)Employed By (7 Feb 2023 to 21 May 2025)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 31 Dec 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • [FCA CF] Functions requiring qualifications (21 Jun 2016 to 1 Jul 2018)
    • CF30 Customer (5 Oct 2013 to 6 Mar 2016)

Recent activity

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

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