Alistair James Creevy

Last updated
1 week ago
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Where they hold approval

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

  • ValidPath Limited

    FRN 197107

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 7 Mar 2024)
    • Appointed representative dealing with clients for which they require qualification (since 10 May 2023)
    • CF30 Customer (since 25 Apr 2023)
  • SPECTRUM WEALTH GROUP LTD

    FRN 942371

    • (4)Employed By (since 25 Apr 2023)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Aug 2022)
    • CF30 Customer (21 Dec 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Aug 2022)
    • CF30 Customer (21 Dec 2017 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • [FCA CF] Client dealing (9 Dec 2019 to 12 Aug 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Aug 2022)
    • CF30 Customer (30 Jul 2018 to 8 Dec 2019)
  • Lanarkshire Mortgage and Insurance Services Ltd (no longer approved here)

    FRN 490018

    • (1)Employed By (13 Oct 2008 to 8 Dec 2019)

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