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
    • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
    • [FCA CF] Client dealing (since 9 Mar 2026)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (15 Apr 2024 to 13 Nov 2025)
    • [FCA CF] Functions requiring qualifications (15 Apr 2024 to 13 Nov 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (15 Apr 2024 to 13 Nov 2025)
    • [FCA CF] Client dealing (15 Apr 2024 to 13 Nov 2025)
  • ITL Mortgages Limited (no longer approved here)

    FRN 302608

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Feb 2022)
  • Godiva Mortgages Limited (no longer approved here)

    FRN 457622

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Feb 2022)
  • Coventry Building Society (no longer approved here)

    FRN 150892

    • [FCA CF] Functions requiring qualifications (1 May 2019 to 18 Feb 2022)

Recent activity

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

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