William Storrie

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.

  • KPW Investments LLP

    FRN 609061

    • 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 24 Jun 2022)
    • [FCA CF] Client dealing (since 24 Jun 2022)
  • Bird Stewart Financial Services Limited (no longer approved here)

    FRN 592052

    • [FCA CF] Client dealing (1 Feb 2021 to 16 Jun 2022)
    • [FCA CF] Functions requiring qualifications (1 Feb 2021 to 16 Jun 2022)
    • CF30 Customer (13 Apr 2017 to 8 Dec 2019)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF30 Customer (1 Nov 2007 to 13 Feb 2008)
    • CF21 Investment Adviser (10 Apr 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (28 Nov 2005 to 10 Apr 2006)
  • Johnston Financial Limited (no longer approved here)

    FRN 131706

    • CF21 Investment Adviser (27 Jan 2003 to 15 Feb 2003)
    • CF22 Investment Adviser (Trainee) (10 Jan 2002 to 27 Jan 2003)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2001)

Recent activity

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

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