Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- [FCA CF] Manager of certification employee (since 13 Jan 2026)
- [FCA CF] Manager of certification employee (5 Jan 2023 to 5 Jul 2023)
- CF30 Customer (21 Jul 2016 to 27 Sep 2016)
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- [FCA CF] Manager of certification employee (since 13 Jan 2026)
- [FCA CF] Manager of certification employee (5 Jan 2023 to 28 Sep 2023)
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Succession Financial Management Limited
FRN 225831
- [FCA CF] Manager of certification employee (since 5 Jan 2023)
- CF30 Customer (21 Jul 2016 to 27 Sep 2016)
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- CF30 Customer (22 May 2009 to 9 Apr 2010)
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- CF30 Customer (1 Nov 2007 to 15 Dec 2007)
- CF21 Investment Adviser (19 Mar 2007 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (31 Jul 2002 to 19 Mar 2007)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.