Michael Fryer

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.

  • Finli (G&P) Ltd

    FRN 142752

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • CF30 Customer (since 24 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (since 21 Nov 2024)
  • Finli (Westerham) LLP

    FRN 579543

    • (5)Employed By (since 10 Dec 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (4 Sep 2023 to 11 Sep 2024)
    • [FCA CF] Functions requiring qualifications (4 Sep 2023 to 11 Sep 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (4 Sep 2023 to 11 Sep 2024)
    • [FCA CF] Client dealing (4 Sep 2023 to 11 Sep 2024)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (28 Mar 2010 to 18 Feb 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (10 Jun 2008 to 29 Mar 2010)
  • NatWest Markets Plc (no longer approved here)

    FRN 121882

    • CF21 Investment Adviser (1 Dec 2001 to 14 Aug 2002)

Recent activity

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

  1. controlled function removed: Employed By at Finli (Westerham) LLP

  2. controlled function added: (5)Employed By at Finli (Westerham) LLP