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 (9 Dec 2019 to 18 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Nov 2022)
    • CF30 Customer (20 Nov 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Nov 2022)
    • CF30 Customer (20 Nov 2017 to 8 Dec 2019)
  • FINLI (SCOTLAND) LIMITED (no longer approved here)

    FRN 402458

    • CF1 Director (AR) (28 Jan 2014 to 16 Mar 2015)
    • CF30 Customer (28 Jan 2014 to 16 Mar 2015)
  • AFS Financial Planners Ltd (no longer approved here)

    FRN 611211

    • Employed By (28 Jan 2014 to 16 Mar 2015)

Recent activity

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

No changes recorded yet.