Trevor Hayden Shave

• Stewart Wealth Management Ltd

  FRN 527515

  • 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
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 15 Nov 2018)
• Pearson Wealth Management Ltd

  FRN 825434

  • (5)Employed By (since 15 Nov 2018)
• Hoyl Independent Advisers Ltd (no longer approved here)

  FRN 433927

  • CF30 Customer (26 Apr 2017 to 10 Apr 2018)
• Lighthouse Advisory Services Limited (no longer approved here)

  FRN 195199

  • CF30 Customer (21 Mar 2014 to 16 Jul 2014)
• Lighthouse Financial Advice Limited (no longer approved here)

  FRN 225502

  • (608)Employed By (21 Mar 2014 to 16 Jul 2014)
• Phoenix Wealth Services Limited (no longer approved here)

  FRN 465753

  • CF30 Customer (16 Dec 2010 to 17 May 2013)
• RLUM Limited (no longer approved here)

  FRN 144032

  • CF21 Investment Adviser (9 Nov 2004 to 16 Sep 2005)
  • CF22 Investment Adviser (Trainee) (7 Oct 2004 to 9 Nov 2004)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF21 Investment Adviser (23 Jul 2002 to 21 Sep 2004)
• N.F.U. Mutual Unit Managers Limited (no longer approved here)

  FRN 121922

  • CF21 Investment Adviser (23 Jul 2002 to 21 Sep 2004)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (1 Dec 2001 to 7 Aug 2002)

No changes recorded yet.