David Crozier

Last updated
1 week ago
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Where they hold approval

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

  • Law Society (NI) Financial Advice Limited (no longer approved here)

    FRN 141726

    • (69)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (70)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (68)CF30 Customer (24 Jul 2015 to 8 Dec 2019)
  • Navigator Financial Planning Limited (no longer approved here)

    FRN 587701

    • (47)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Jul 2025)
    • (42)SMF16 Compliance Oversight (9 Dec 2019 to 6 Jan 2020)
    • (43)SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • (51)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (49)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (41)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 6 Jan 2020)
    • (39)Responsible for Insurance Distribution (1 Oct 2018 to 6 Jan 2020)
    • (48)CF1 Director (AR) (4 Sep 2015 to 23 Apr 2021)
    • (46)CF10 Compliance Oversight (2 Jan 2013 to 8 Dec 2019)
    • (50)CF1 Director (2 Jan 2013 to 8 Dec 2019)
    • (45)CF11 Money Laundering Reporting (2 Jan 2013 to 8 Dec 2019)
    • (44)CF30 Customer (2 Jan 2013 to 1 Jul 2025)
    • (40)Responsible for Insurance Mediation (2 Jan 2013 to 30 Sep 2018)
  • TAG Financial Planning Limited (no longer approved here)

    FRN 827617

    • (12)Employed By (13 Nov 2019 to 1 Jul 2025)
  • Destination Financial Planning Limited (no longer approved here)

    FRN 705459

    • Employed By (4 Sep 2015 to 1 Jul 2025)

Recent activity

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

  1. controlled function added: (49)[FCA CF] Client dealing at Navigator Financial Planning Limited

  2. controlled function added: (50)CF1 Director at Navigator Financial Planning Limited

  3. controlled function added: (51)[FCA CF] Functions requiring qualifications at Navigator Financial Planning Limited

  4. controlled function added: (68)CF30 Customer at Law Society (NI) Financial Advice Limited

  5. controlled function added: (69)[FCA CF] Client dealing at Law Society (NI) Financial Advice Limited

  6. controlled function added: (70)[FCA CF] Functions requiring qualifications at Law Society (NI) Financial Advice Limited