Glynne Adrian Dunn

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.

  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (1 Feb 2024 to 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 1 Jul 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (1 Feb 2024 to 1 Jul 2025)
    • [FCA CF] Client dealing (1 Feb 2024 to 1 Jul 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Feb 2024)
    • CF1 Director (AR) (13 Dec 2018 to 1 Feb 2024)
    • CF30 Customer (13 Dec 2018 to 1 Feb 2024)
  • DFP Health & Wealth Management Ltd (no longer approved here)

    FRN 827466

    • Employed By (13 Dec 2018 to 1 Feb 2024)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF1 Director (AR) (24 Jul 2014 to 27 Nov 2020)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (19 Jul 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (18 Jan 2007 to 19 Jul 2007)
  • Direct Financial Planning Ltd (no longer approved here)

    FRN 403755

    • (5)Employed By (31 Oct 2004 to 1 Feb 2024)

Recent activity

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

No changes recorded yet.