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

    • CF30 Customer (1 Nov 2007 to 4 Jul 2011)
    • CF21 Investment Adviser (4 Jul 2006 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (4 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Mar 2006 to 10 Jul 2006)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF21 Investment Adviser (1 Mar 2005 to 28 Apr 2006)
    • CF24 Pension Transfer Specialist (1 Mar 2005 to 28 Apr 2006)

Recent activity

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

No changes recorded yet.