Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 11 Apr 2025)
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Succession Financial Management Limited
FRN 225831
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
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- [FCA CF] Functions requiring qualifications (5 May 2023 to 1 Oct 2023)
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- [FCA CF] Functions requiring qualifications (27 Sep 2021 to 1 May 2023)
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- Appointed representative dealing with clients for which they require qualification (5 May 2021 to 25 Aug 2021)
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- [FCA CF] Functions requiring qualifications (20 Sep 2020 to 4 May 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.