Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Succession Financial Management Limited
FRN 225831
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
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- [FCA CF] Functions requiring qualifications (4 May 2023 to 1 Oct 2023)
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- [FCA CF] Functions requiring qualifications (10 Feb 2022 to 28 Feb 2023)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2021)
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- CF21 Investment Adviser (26 Nov 2003 to 17 Sep 2004)
- CF22 Investment Adviser (Trainee) (13 Nov 2002 to 26 Nov 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.