Marc Liam Steward

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.

  • Succession Financial Management Limited

    FRN 225831

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 2 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 11 Dec 2024)
    • [FCA CF] Client dealing (2 Oct 2023 to 11 Dec 2024)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Client dealing (8 Mar 2021 to 1 Oct 2023)
    • [FCA CF] Functions requiring qualifications (8 Mar 2021 to 1 Oct 2023)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (31 Oct 2016 to 20 Oct 2017)

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

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