Jacqueline Seels

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
    • [FCA CF] Client dealing (since 2 Oct 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 11 Dec 2024)
    • [FCA CF] Client dealing (2 Oct 2023 to 11 Dec 2024)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Functions requiring qualifications (6 Sep 2022 to 1 Oct 2023)
    • [FCA CF] Client dealing (6 Sep 2022 to 1 Oct 2023)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • [FCA CF] Client dealing (7 Dec 2021 to 8 Jul 2022)
    • [FCA CF] Functions requiring qualifications (7 Dec 2021 to 8 Jul 2022)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (1 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Prudential Distribution Limited (no longer approved here)

    FRN 194709

    • CF30 Customer (3 Sep 2012 to 9 Sep 2013)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (5 Nov 2010 to 31 Jul 2012)

Recent activity

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

No changes recorded yet.