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 (5 Apr 2022 to 4 Aug 2024)
    • [FCA CF] Functions requiring qualifications (5 Apr 2022 to 4 Aug 2024)
    • CF30 Customer (21 Jun 2017 to 19 Dec 2017)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Aug 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Aug 2024)
    • CF30 Customer (13 Dec 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.