Edward Cottington

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

    FRN 225831

    • 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)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Client dealing (since 26 Feb 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Feb 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or 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 26 Feb 2024)
    • [FCA CF] Client dealing (since 26 Feb 2024)
  • Insight Financial Associates Limited (no longer approved here)

    FRN 458421

    • [FCA CF] Functions requiring qualifications (25 Jan 2022 to 19 Apr 2022)
    • [FCA CF] Client dealing (25 Jan 2022 to 19 Apr 2022)
  • ACUITY PROFESSIONAL ADVISERS LTD (no longer approved here)

    FRN 464072

    • [FCA CF] Functions requiring qualifications (1 Apr 2021 to 7 Jan 2022)
    • [FCA CF] Client dealing (1 Apr 2021 to 7 Jan 2022)
  • Ascot Lloyd Limited (no longer approved here)

    FRN 578614

    • [FCA CF] Client dealing (16 Mar 2020 to 19 Mar 2021)
    • [FCA CF] Functions requiring qualifications (16 Mar 2020 to 19 Mar 2021)

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