Lee Strathy Limited

Companies House
08583095
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.

  • Benjamin Matthew Lloyd

    IRN BMB00007

    • (6)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (7)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
  • Daniel Thomas Bird

    IRN DTB01048

    • (2)[FCA CF] Client dealing (10 Feb 2021 to 1 Jul 2025)
    • (3)[FCA CF] Functions requiring qualifications (10 Feb 2021 to 1 Jul 2025)
  • David James Martineau

    IRN DJM00035

    • (20)[FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)
    • (22)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
    • (14)Responsible for Insurance Distribution (1 Oct 2018 to 5 Dec 2019)
    • (15)Responsible for Insurance Mediation (3 Feb 2014 to 30 Sep 2018)
    • (18)CF10 Compliance Oversight (3 Feb 2014 to 5 Dec 2019)
    • (17)CF11 Money Laundering Reporting (3 Feb 2014 to 5 Dec 2019)
    • (21)CF1 Director (3 Feb 2014 to 5 Dec 2019)
    • (19)CF3 Chief Executive (3 Feb 2014 to 5 Dec 2019)
    • (16)CF30 Customer (3 Feb 2014 to 8 Dec 2019)
  • Estella Ann Sheward

    IRN EAS01095

    • (1)CF30 Customer (2 Dec 2014 to 8 Dec 2019)
  • Gavin David Johnson

    IRN GDJ00011

    • (4)[FCA CF] Client dealing (10 Feb 2021 to 1 Jul 2025)
    • (5)[FCA CF] Functions requiring qualifications (10 Feb 2021 to 1 Jul 2025)
  • Graham Lionel Fidoe

    IRN GLF00003

    • (30)CF2 Non Executive Director (3 Feb 2014 to 3 Feb 2017)
  • John Baxter

    IRN JXB00204

    • (8)Responsible for Insurance Distribution (29 May 2020 to 22 Dec 2025)
    • (10)SMF3 Executive Director (9 Dec 2019 to 1 Jul 2025)
    • (11)SMF1 Chief Executive (9 Dec 2019 to 1 Jul 2025)
    • (12)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (13)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (9)SMF16 Compliance Oversight (9 Dec 2019 to 8 Aug 2025)
  • Sarah Louise Pope

    IRN SXP01442

    • (23)Responsible for Insurance Distribution (22 Dec 2025 to 1 May 2026)
    • (24)SMF16 Compliance Oversight (8 Aug 2025 to 1 May 2026)
  • Stephen David Willis

    IRN SXW00483

    • (26)SMF3 Executive Director (12 Mar 2025 to 1 May 2026)
  • Susan Marie Puddephatt

    IRN SMP01107

    • (27)SMF3 Executive Director (12 Mar 2025 to 31 Mar 2026)
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Recent activity

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

  1. status changed: No longer authorised

  2. permission removed: Advising on Pension Transfers and Pension Opt Outs

  3. permission removed: Advising on investments (except on Pension Transfers and Pension Opt Outs)

  4. permission removed: Agreeing to carry on a regulated activity

  5. permission removed: Arranging (bringing about) deals in investments

  6. permission removed: Debt-counselling

  7. permission removed: Making arrangements with a view to transactions in investments

  8. requirement removed: OR-0072114

  9. requirement removed: OR-0245632

  10. controlled function added: (30)CF2 Non Executive Director

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