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William Stevenson

William Stevenson of SRG Financial Management Ltd is based in Ballymena. William has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
The On-Line Partnership Limited11/03/2004 to 30/12/2011
Intro-Link Financial Advice22/07/2004 to 30/12/2011
SRG Financial Management Ltd11/03/2004 to 30/12/2011
Stevenson Financial Planning Centre (2622)01/10/1998 to 31/08/2004
Sesame Limited01/08/2003 to 11/08/2004
DBS Financial Management Plc01/12/2001 to 31/07/2003
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.