Where they hold approval

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

  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • [FCA CF] Functions requiring qualifications (15 Sep 2022 to 15 Sep 2025)
    • [FCA CF] Client dealing (5 May 2022 to 2 Aug 2022)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2022)
    • CF1 Director (3 May 2017 to 14 Nov 2018)
    • CF30 Customer (22 Mar 2016 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2022)
    • CF1 Director (3 May 2017 to 14 Nov 2018)
    • CF30 Customer (22 Mar 2016 to 8 Dec 2019)

Recent activity

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

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