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 (3 Oct 2022 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (3 Oct 2022 to 30 Jun 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (3 Oct 2022 to 30 Jun 2025)
    • [FCA CF] Functions requiring qualifications (3 Oct 2022 to 30 Jun 2025)

Recent activity

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

No changes recorded yet.