James Alexander Stevenson

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 WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • Responsible for Insurance Distribution (22 Mar 2024 to 22 Mar 2024)
    • SMF9 Chair of the Governing Body (9 Apr 2020 to 1 Feb 2023)
    • SMF1 Chief Executive (9 Dec 2019 to 13 Dec 2021)
    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • CF3 Chief Executive (4 Nov 2016 to 8 Dec 2019)
    • CF1 Director (28 May 2015 to 8 Dec 2019)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • Responsible for Insurance Distribution (5 Apr 2023 to 31 Jan 2024)
    • SMF9 Chair of the Governing Body (9 Apr 2020 to 1 Feb 2023)
    • SMF1 Chief Executive (9 Dec 2019 to 13 Dec 2021)
    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • CF3 Chief Executive (4 Nov 2016 to 8 Dec 2019)
    • CF1 Director (28 May 2015 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • Responsible for Insurance Distribution (5 Apr 2023 to 31 Jan 2024)
    • SMF1 Chief Executive (5 Apr 2023 to 31 Jan 2024)
    • SMF9 Chair of the Governing Body (9 Apr 2020 to 1 Feb 2023)
    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • CF1 Director (9 Jan 2018 to 8 Dec 2019)
  • Succession Advisory Services Limited (no longer approved here)

    FRN 510054

    • SMF9 Chair of the Governing Body (9 Apr 2020 to 31 Jan 2024)
    • SMF3 Executive Director (9 Dec 2019 to 31 Jan 2024)
    • CF1 Director (28 May 2015 to 18 Nov 2016)

Recent activity

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

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