Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (20 Nov 2014 to 10 May 2016)
    • CF24 Pension Transfer Specialist (30 Jan 2007 to 31 Oct 2007)
    • CF21 Investment Adviser (25 Jul 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (22 Nov 2004 to 25 Jul 2005)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (4 Feb 2014 to 10 Feb 2015)
  • Birnbeck Finance Limited (no longer approved here)

    FRN 125599

    • CF1 Director (27 Mar 2003 to 30 Nov 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)

Recent activity

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

No changes recorded yet.