Kevin Paul Wood

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.

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 14 Apr 2020)
    • CF30 Customer (since 8 Apr 2020)
    • CF30 Customer (29 Oct 2013 to 30 Jul 2014)
    • CF7 Sole Trader (AR) (5 Sep 2005 to 28 Oct 2005)
    • CF22 Investment Adviser (Trainee) (5 Sep 2005 to 31 Oct 2007)
  • Kevin Wood

    FRN 921931

    • (1)Employed By (since 8 Apr 2020)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (20 Dec 2018 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (20 Dec 2018 to 8 Dec 2019)
  • Financial Planning For Professionals Limited (no longer approved here)

    FRN 523366

    • (30)Employed By (17 Dec 2015 to 20 Jun 2016)
  • Milsted Langdon Financial Services Limited (no longer approved here)

    FRN 126457

    • CF30 Customer (16 Dec 2015 to 20 Jun 2016)

Recent activity

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

  1. controlled function removed: Employed By at Financial Planning For Professionals Limited

  2. controlled function added: (30)Employed By at Financial Planning For Professionals Limited