Daniel Thomas Bird

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

    • 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] Client dealing (since 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 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 1 Jul 2025)
    • [FCA CF] Client dealing (since 1 Jul 2025)
  • Lee Strathy Limited (no longer approved here)

    FRN 607803

    • (2)[FCA CF] Client dealing (10 Feb 2021 to 1 Jul 2025)
    • (3)[FCA CF] Functions requiring qualifications (10 Feb 2021 to 1 Jul 2025)
  • Navigator Financial Planning Limited (no longer approved here)

    FRN 587701

    • (27)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (28)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (29)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (26)CF30 Customer (11 Feb 2019 to 1 Jul 2025)
  • True Wealth Management Limited (no longer approved here)

    FRN 593156

    • Employed By (1 Apr 2019 to 1 Jul 2025)
  • Cutter & Co Financial Planning Ltd (no longer approved here)

    FRN 805876

    • Employed By (1 Apr 2019 to 1 Jul 2025)
  • TAG Financial Planning Limited (no longer approved here)

    FRN 827617

    • (13)Employed By (11 Feb 2019 to 1 Jul 2025)
  • THE ROYAL BANK OF SCOTLAND PUBLIC LIMITED COMPANY (no longer approved here)

    FRN 114724

    • CF30 Customer (6 Jun 2013 to 6 Mar 2016)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (1 Nov 2007 to 28 Feb 2012)
    • CF21 Investment Adviser (27 Sep 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Feb 2006 to 27 Sep 2006)
  • Kerr Henderson (Financial Services) Limited (no longer approved here)

    FRN 125322

    • CF21 Investment Adviser (21 Jun 2005 to 10 Feb 2006)
    • CF22 Investment Adviser (Trainee) (16 Jan 2004 to 21 Jun 2005)
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Recent activity

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

  1. controlled function added: (2)[FCA CF] Client dealing at Lee Strathy Limited

  2. controlled function added: (3)[FCA CF] Functions requiring qualifications at Lee Strathy Limited

  3. controlled function added: (26)CF30 Customer at Navigator Financial Planning Limited

  4. controlled function added: (27)Appointed representative dealing with clients for which they require qualification at Navigator Financial Planning Limited

  5. controlled function added: (28)[FCA CF] Client dealing at Navigator Financial Planning Limited

  6. controlled function added: (29)[FCA CF] Functions requiring qualifications at Navigator Financial Planning Limited