Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Succession Financial Management Limited
FRN 225831
- [FCA CF] Manager of certification employee (since 31 Jul 2025)
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- [FCA CF] Manager of certification employee (since 31 Jul 2025)
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- [FCA CF] Manager of certification employee (since 31 Jul 2025)
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- [FCA CF] Manager of certification employee (9 May 2019 to 6 Jul 2025)
- [FCA CF] Functions requiring qualifications (1 Oct 2016 to 30 Sep 2017)
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- CF30 Customer (4 Nov 2010 to 19 Mar 2012)
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- CF21 Investment Adviser (1 Dec 2001 to 3 Feb 2003)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.