Linda Janet Rolls

• SUCCESSION WEALTH MANAGEMENT LIMITED

  FRN 588378

  • 11. Pension transfer specialist
  • [FCA CF] Functions requiring qualifications (since 21 Jan 2025)
• Pensionhelp Limited (no longer approved here)

  FRN 754665

  • [FCA CF] Functions requiring qualifications (29 Apr 2021 to 26 Jul 2022)
  • [FCA CF] Client dealing (29 Apr 2021 to 26 Jul 2022)
• Mercer Limited (no longer approved here)

  FRN 121935

  • CF30 Customer (1 Apr 2019 to 12 Sep 2019)
• JLT Wealth Management Limited (no longer approved here)

  FRN 196619

  • CF30 Customer (11 Nov 2016 to 12 Sep 2019)
• 2 Plan Wealth Management Limited (no longer approved here)

  FRN 461598

  • CF30 Customer (18 Dec 2014 to 29 Nov 2016)
• W.DENIS FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 120918

  • CF30 Customer (21 Oct 2013 to 13 Dec 2014)
• YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 475010

  • CF30 Customer (18 Mar 2008 to 19 May 2008)
• Budge and Company Limited (no longer approved here)

  FRN 133515

  • CF21 Investment Adviser (2 Jun 2006 to 12 Oct 2007)
  • CF24 Pension Transfer Specialist (2 Jun 2006 to 12 Oct 2007)
• ASCOT LLOYD FINANCIAL PLANNING LIMITED (no longer approved here)

  FRN 144519

  • CF21 Investment Adviser (26 May 2005 to 24 May 2006)
  • CF22 Investment Adviser (Trainee) (10 Mar 2004 to 26 May 2005)

No changes recorded yet.