Lilian Grace Bell

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.

  • ValidPath Limited

    FRN 197107

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 14 Jan 2025)
    • CF1 Director (AR) (since 6 Jan 2025)
    • CF30 Customer (since 6 Jan 2025)
  • Rise Wealth Limited

    FRN 1022957

    • (1)Employed By (since 6 Jan 2025)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 May 2023 to 3 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 May 2023 to 3 Oct 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 May 2023 to 3 Oct 2024)
    • [FCA CF] Functions requiring qualifications (9 May 2023 to 3 Oct 2024)
  • Chase de Vere Independent Financial Advisers limited (no longer approved here)

    FRN 137914

    • [FCA CF] Client dealing (9 Dec 2019 to 28 May 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 May 2021)

Recent activity

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

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