Terence Stevens

Reference number: 497474

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Appointed representative

Terence Stevens does not hold FCA authorisation of their own, and acts under a principal firm, which is legally responsible for their regulated business.

Responsible principal firm

JULIAN HARRIS ADVISER NETWORK LIMITED Reference number: 304155 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Terence Stevens (FRN 497474) is an AR of JULIAN HARRIS ADVISER NETWORK LIMITED (FRN 304155). When you use Terence Stevens's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Terence Stevens, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    01527 64011

  • Address

    22 Clarendon Close, Redditch, Worcestershire, B97 6ST, United Kingdom

In the full report: 2 background checks

  • What kind of line 01527 64011 is
  • Who else gives the postcode B97 6ST
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Terence Stevens Financial Services Trading name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Julian Harris Adviser Network Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Terence Stevens’s history from the FCA register and Companies House, newest first.

2016

9 August 2016

  • Began trading as "Terence Stevens Financial Services"

FCA register

2009

10 March 2009

  • Became an appointed representative

FCA register

Director appointments and resignations, and trading names, appear under All events.

Firms like Terence Stevens

Other firms of the same type (financial adviser), nearest first.

In Redditch

Astwood Financial Planning LtdRedditchAppointed representativeDAG Financial Solutions LtdRedditchAppointed representativeHL Financial Consultants LtdRedditchAppointed representativeJan CollinsRedditchAppointed representativeMcTernan Financial LimitedRedditchAppointed representativeKim Bayliss Wealth Management LimitedRedditchAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Terence Stevens

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details
  • All 2 events in its history

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Frequently asked questions about this firm

Is Terence Stevens FCA authorised?
Terence Stevens (FRN 497474) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Terence Stevens?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Terence Stevens (FRN 497474) is an AR of JULIAN HARRIS ADVISER NETWORK LIMITED (FRN 304155). When you use Terence Stevens's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Terence Stevens, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Terence Stevens’ phone number?
The FCA register lists the phone number 01527 64011 for Terence Stevens. If you were given different contact details, use these to check with the firm before going any further.
Is Terence Stevens a scam or clone?
Terence Stevens is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Terence Stevens?
Protection works through Julian Harris Adviser Network Limited, the principal firm responsible for Terence Stevens's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Terence Stevens use any other names?
It trades as Terence Stevens Financial Services.

Sources and links

The full report on Terence Stevens

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