Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Succession Advisory Services Limited
FRN 510054
- [FCA CF] Manager of certification employee (since 15 Nov 2023)
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Succession Financial Management Limited
FRN 225831
- [FCA CF] Manager of certification employee (since 14 Dec 2020)
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- [FCA CF] Manager of certification employee (since 14 Dec 2020)
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- [FCA CF] Manager of certification employee (since 14 Dec 2020)
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- CF22 Investment Adviser (Trainee) (26 Oct 2004 to 29 Dec 2004)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.