Where they hold approval

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

    • 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 9 May 2023)
    • [FCA CF] Client dealing (since 9 May 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 May 2023 to 14 Apr 2026)
    • [FCA CF] Client dealing (9 May 2023 to 14 Apr 2026)
  • Kevin Hilton (no longer approved here)

    FRN 416477

    • (1)Employed By (8 Dec 2004 to 15 Jun 2007)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF21 Investment Adviser (15 Jul 2004 to 15 Jun 2007)
    • CF22 Investment Adviser (Trainee) (18 Aug 2003 to 15 Jul 2004)
  • Legal and General Assurance Society Limited (no longer approved here)

    FRN 117659

    • CF21 Investment Adviser (1 Dec 2001 to 22 Aug 2003)
  • Legal & General (Unit Trust Managers) Limited (no longer approved here)

    FRN 119273

    • CF21 Investment Adviser (1 Dec 2001 to 22 Aug 2003)

Recent activity

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

No changes recorded yet.