Keith Drysdale

Last updated
2 weeks ago
Watch for changes

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] Functions requiring qualifications (since 12 May 2023)
    • [FCA CF] Client dealing (since 12 May 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • 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 12 May 2023)
    • [FCA CF] Client dealing (since 12 May 2023)
  • MCHB WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 126147

    • [FCA CF] Client dealing (4 Nov 2022 to 6 Feb 2023)
    • [FCA CF] Functions requiring qualifications (2 Nov 2021 to 29 Jul 2022)
  • REED FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 590071

    • [FCA CF] Client dealing (19 Nov 2020 to 22 Oct 2021)
    • [FCA CF] Functions requiring qualifications (19 Nov 2020 to 22 Oct 2021)
    • CF30 Customer (25 Sep 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.