Craig Kilgour

Last updated
6 days ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Craig Kilgour Independent Financial Planning Limited

    FRN 972849

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 5 Jul 2022)
    • Responsible for Insurance Distribution (since 5 Jul 2022)
    • SMF16 Compliance Oversight (since 5 Jul 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 5 Jul 2022)
    • SMF3 Executive Director (since 5 Jul 2022)
    • [FCA CF] Client dealing (since 5 Jul 2022)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2022)
    • CF30 Customer (18 Nov 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jun 2022)
    • CF30 Customer (18 Nov 2017 to 8 Dec 2019)
  • FINLI (SCOTLAND) LIMITED (no longer approved here)

    FRN 402458

    • CF30 Customer (29 Jan 2014 to 16 Mar 2015)
  • AFS Financial Planners Ltd (no longer approved here)

    FRN 611211

    • Employed By (29 Jan 2014 to 16 Mar 2015)

Recent activity

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

No changes recorded yet.