David Andrew Glenham

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.

  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • 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 20 Jan 2026)
    • [FCA CF] Client dealing (since 20 Jan 2026)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (22 Sep 2023 to 5 Feb 2025)
    • [FCA CF] Functions requiring qualifications (22 Sep 2023 to 5 Feb 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (22 Sep 2023 to 5 Feb 2025)
    • [FCA CF] Client dealing (22 Sep 2023 to 5 Feb 2025)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (4 Jan 2022 to 31 Aug 2022)
    • CF30 Customer (9 Dec 2021 to 31 Aug 2022)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Nov 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 5 Nov 2021)
    • CF30 Customer (29 Aug 2017 to 8 Dec 2019)
  • Evelyn Partners Investment Management Services Limited (no longer approved here)

    FRN 165169

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Nov 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 5 Nov 2021)

Recent activity

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

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