Allen Ward

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.

  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Functions requiring qualifications (29 Jul 2024 to 27 Feb 2026)
    • [FCA CF] Client dealing (29 Jul 2024 to 27 Feb 2026)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (29 Jul 2024 to 27 Feb 2026)
    • [FCA CF] Functions requiring qualifications (29 Jul 2024 to 27 Feb 2026)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Functions requiring qualifications (23 Aug 2021 to 23 Apr 2024)
    • [FCA CF] Client dealing (23 Aug 2021 to 23 Apr 2024)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Client dealing (15 Jul 2020 to 23 Aug 2021)
    • [FCA CF] Functions requiring qualifications (15 Jul 2020 to 23 Aug 2021)
    • CF30 Customer (29 May 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.