Joanne Crewe

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Walker Crips Financial Planning Limited

    FRN 114778

    • 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 15 Sep 2023)
    • [FCA CF] Functions requiring qualifications (since 15 Sep 2023)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (31 Oct 2022 to 26 Jun 2023)
    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 26 Jun 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (31 Oct 2022 to 22 Jun 2023)
    • [FCA CF] Functions requiring qualifications (31 Oct 2022 to 22 Jun 2023)

Recent activity

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

No changes recorded yet.