Jane Wilkinson

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 9 May 2023)
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
    • [FCA CF] Client dealing (since 9 May 2023)
  • Cordiner Wealth Limited (no longer approved here)

    FRN 611188

    • CF30 Customer (27 Jan 2014 to 12 Oct 2017)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 31 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (13 May 2010 to 16 Sep 2010)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 16 May 2008)
    • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
  • Santander ISA Managers Limited (no longer approved here)

    FRN 171448

    • CF21 Investment Adviser (28 Jan 2002 to 30 Aug 2002)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF21 Investment Adviser (1 Dec 2001 to 5 Sep 2003)

Recent activity

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

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