Beverley Ager

Last updated
2 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

    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 1 Oct 2023)
    • [FCA CF] Client dealing (1 Jan 2021 to 20 Sep 2021)
  • Newcastle Financial Advisers Limited (no longer approved here)

    FRN 222899

    • (71)Employed By (6 Jul 2016 to 29 Sep 2016)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (6 Jul 2016 to 29 Sep 2016)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (16 Nov 2011 to 29 Jul 2013)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (9 Dec 2008 to 9 Sep 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 9 Aug 2004)

Recent activity

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

No changes recorded yet.