Alexander Douglas Muirhead

• Best Practice IFA Group Limited

  FRN 223112

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 14 Aug 2023)
  • Appointed representative dealing with clients for which they require qualification (since 14 Aug 2023)
  • CF30 Customer (since 19 Jul 2023)
  • CF1 Director (AR) (since 19 Jul 2023)
• Lifestyle Wealth Limited

  FRN 997556

  • (2)Employed By (since 8 Aug 2023)
• Succession Financial Management Limited (no longer approved here)

  FRN 225831

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2022)
  • CF30 Customer (10 Jun 2016 to 8 Dec 2019)
• SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 588378

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Nov 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Nov 2022)
  • CF30 Customer (10 Jun 2016 to 8 Dec 2019)
• Succession Employee Benefit Solutions Limited (no longer approved here)

  FRN 767956

  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• Aylesbury Affinity IFA (no longer approved here)

  FRN 225452

  • Employed By (10 Jun 2003 to 28 Jan 2005)

No changes recorded yet.