Ash Kenzi

Last updated
3 weeks 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

    FRN 225831

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 4 Mar 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (11 Oct 2021 to 4 Oct 2024)
    • CF30 Customer (30 Sep 2021 to 4 Oct 2024)
  • FM Wealth Ltd (no longer approved here)

    FRN 762316

    • (1)Employed By (30 Sep 2021 to 4 Oct 2024)

Recent activity

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

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