Duncan William MacKenzie

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.

  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 1 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Mar 2023)
    • CF30 Customer (20 Dec 2018 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 24 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Feb 2023)
    • CF30 Customer (20 Dec 2018 to 8 Dec 2019)
  • MACKENZIE TAYLOR WEALTH MANAGEMENT LTD. (no longer approved here)

    FRN 462387

    • CF1 Director (AR) (10 Jan 2011 to 30 Jun 2011)
    • CF30 Customer (1 Nov 2007 to 30 Jun 2011)
    • CF24 Pension Transfer Specialist (13 Feb 2007 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (13 Feb 2007 to 31 Mar 2009)
    • Responsible for Insurance Mediation (13 Feb 2007 to 30 Jun 2011)
    • CF1 Director (13 Feb 2007 to 30 Jun 2011)
    • CF11 Money Laundering Reporting (13 Feb 2007 to 30 Jun 2011)
    • CF10 Compliance Oversight (13 Feb 2007 to 30 Jun 2011)
    • CF21 Investment Adviser (13 Feb 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.