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] Manager of certification employee (29 Jun 2023 to 31 Dec 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Manager of certification employee (29 Jun 2023 to 31 Dec 2025)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • [FCA CF] Manager of certification employee (29 Jun 2023 to 31 Dec 2025)
  • Skipton Building Society (no longer approved here)

    FRN 153706

    • [PRA CF] Significant risk taker or Material risk taker (27 May 2021 to 30 Sep 2022)
    • [FCA CF] Significant management (1 Jan 2019 to 30 Sep 2022)
    • [FCA CF] Manager of certification employee (1 Oct 2016 to 31 May 2017)
  • SKIPTON FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 100013

    • CF29 Significant management (20 Jun 2013 to 21 Jan 2014)
    • CF16 Significant Mgt (Desgntd Investment Business) (1 Jul 2002 to 30 Jun 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2002)

Recent activity

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

No changes recorded yet.