David Hole

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (3 Jan 2022 to 30 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2022)
    • CF30 Customer (22 Mar 2017 to 8 Dec 2019)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2022)
    • CF30 Customer (21 Jun 2017 to 8 Dec 2019)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2004)

Recent activity

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

No changes recorded yet.