Companies House
04237360
Last scraped
1 day ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Succession Wealth Ltd
    The Apex
    Derriford Business Park
    Plymouth
    PL6 5FL
    UNITED KINGDOM
    Phone
    +4401752762140
  • Complaints Contact

    Succession Wealth Ltd
    The Apex
    Derriford Business Park
    Plymouth
    PL6 5FL
    UNITED KINGDOM
    Phone
    +4401752968500

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David Stephen Flowers

    IRN DSR00005

    • (20)SMF3 Executive Director (9 Dec 2019 to 10 Apr 2024)
    • (21)CF30 Customer (2 Apr 2013 to 1 Dec 2015)
    • (22)CF1 Director (2 Apr 2013 to 8 Dec 2019)
  • Jared Steven Bowers

    IRN JSB01217

    • (17)CF30 Customer (2 Apr 2013 to 8 Dec 2019)
  • John Baxter

    IRN JXB00204

    • (15)SMF3 Executive Director (20 May 2024 to 1 Jul 2025)
    • (16)SMF1 Chief Executive (20 May 2024 to 1 Jul 2025)
    • (13)Responsible for Insurance Distribution (20 May 2024 to 22 Dec 2025)
    • (14)SMF16 Compliance Oversight (20 May 2024 to 8 Aug 2025)
  • Murray Charles McEwan

    IRN MCM00019

    • (3)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 10 Apr 2024)
    • (10)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (12)[FCA CF] Significant management (9 Dec 2019 to 10 Apr 2024)
    • (4)SMF16 Compliance Oversight (9 Dec 2019 to 10 Apr 2024)
    • (5)SMF3 Executive Director (9 Dec 2019 to 10 Apr 2024)
    • (9)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (1)Responsible for Insurance Distribution (1 Oct 2018 to 10 Apr 2024)
    • (6)CF30 Customer (2 Apr 2013 to 8 Dec 2019)
    • (2)Responsible for Insurance Mediation (2 Apr 2013 to 30 Sep 2018)
    • (11)CF1 Director (2 Apr 2013 to 8 Dec 2019)
    • (8)CF10 Compliance Oversight (2 Apr 2013 to 8 Dec 2019)
    • (7)CF11 Money Laundering Reporting (2 Apr 2013 to 8 Dec 2019)
  • Sarah Louise Pope

    IRN SXP01442

    • (25)Responsible for Insurance Distribution (22 Dec 2025 to 31 Mar 2026)
    • (26)SMF16 Compliance Oversight (8 Aug 2025 to 31 Mar 2026)
  • Stephen David Willis

    IRN SXW00483

    • (18)SMF3 Executive Director (12 Mar 2025 to 31 Mar 2026)
  • Susan Marie Puddephatt

    IRN SMP01107

    • (19)SMF3 Executive Director (12 Mar 2025 to 31 Mar 2026)
  • Thomas William Rigby

    IRN TXR09992

    • (27)SMF17 Money Laundering Reporting Officer (MLRO) (15 Aug 2025 to 31 Mar 2026)
  • Timothy Peter Crew

    IRN TPC01046

    • (24)SMF3 Executive Director (15 May 2024 to 1 Jul 2025)
    • (23)SMF17 Money Laundering Reporting Officer (MLRO) (15 May 2024 to 8 Aug 2025)

Recent activity

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

  1. controlled function removed: Responsible for Insurance Distribution

  2. controlled function removed: SMF3 Executive Director

  3. controlled function removed: SMF3 Executive Director