Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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- [FCA CF] Manager of certification employee (since 27 Jan 2026)
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Succession Financial Management Limited
FRN 225831
- [FCA CF] Manager of certification employee (since 2 Oct 2023)
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- [FCA CF] Manager of certification employee (since 2 Oct 2023)
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- [FCA CF] Manager of certification employee (15 Feb 2022 to 1 Oct 2023)
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- CF30 Customer (9 Sep 2013 to 14 Jul 2017)
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- CF30 Customer (5 Mar 2012 to 9 Sep 2013)
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- CF30 Customer (1 Nov 2007 to 2 Mar 2012)
- CF21 Investment Adviser (14 Dec 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (23 Feb 2006 to 14 Dec 2006)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.