Jonathan Lecomber

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.

  • BHP Financial Planning Limited

    FRN 191336

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 1 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 May 2023 to 28 Mar 2024)
    • [FCA CF] Functions requiring qualifications (9 May 2023 to 28 Mar 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 May 2023 to 28 Mar 2024)
    • [FCA CF] Client dealing (9 May 2023 to 28 Mar 2024)
  • Oakworth Financial Planning Limited (no longer approved here)

    FRN 229355

    • CF30 Customer (10 Dec 2018 to 10 Dec 2018)

Recent activity

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

No changes recorded yet.