David John Colgan

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.

  • ValidPath Limited

    FRN 197107

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 3 Jan 2023)
    • CF1 Director (AR) (since 22 Nov 2022)
    • CF30 Customer (since 22 Nov 2022)
  • CC Financial Management Ltd

    FRN 986636

    • Employed By (since 22 Nov 2022)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (20 Jul 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (25 Apr 2016 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.