Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (22 Apr 2022 to 27 Jun 2023)
    • [FCA CF] Functions requiring qualifications (22 Apr 2022 to 27 Jun 2023)
    • CF30 Customer (16 Oct 2015 to 6 Apr 2016)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 27 Jun 2023)
    • CF30 Customer (16 Oct 2015 to 8 Dec 2019)
  • MHA Wealth Limited (no longer approved here)

    FRN 143715

    • CF30 Customer (1 Nov 2007 to 29 May 2009)
    • CF27 Investment Management (7 Aug 2006 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.