Peter Brian Coleman

Last updated
1 week ago
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Where they hold approval

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

  • KW Wealth Planning Limited

    FRN 114694

    • Responsible for Insurance Distribution (since 20 Dec 2024)
    • SMF1 Chief Executive (since 20 Dec 2024)
    • SMF3 Executive Director (since 20 Dec 2024)
    • Responsibility for MCD Intermediation (since 20 Dec 2024)
  • KW Investment Management Limited

    FRN 506600

    • SMF1 Chief Executive (since 20 Dec 2024)
    • SMF3 Executive Director (since 20 Dec 2024)
  • IBOSS Asset Management Limited

    FRN 697866

    • SMF3 Executive Director (since 20 Dec 2024)
    • SMF1 Chief Executive (since 20 Dec 2024)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • Responsible for Insurance Distribution (10 Dec 2021 to 15 Sep 2022)
    • SMF1 Chief Executive (10 Dec 2021 to 15 Sep 2022)
    • SMF3 Executive Director (10 Dec 2021 to 15 Sep 2022)
  • Succession Advisory Services Limited (no longer approved here)

    FRN 510054

    • SMF3 Executive Director (10 Dec 2021 to 22 Mar 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • Responsible for Insurance Distribution (10 Dec 2021 to 15 Sep 2022)
    • SMF1 Chief Executive (10 Dec 2021 to 15 Sep 2022)
    • SMF3 Executive Director (10 Dec 2021 to 15 Sep 2022)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • SMF3 Executive Director (10 Dec 2021 to 15 Sep 2022)
    • Responsible for Insurance Distribution (10 Dec 2021 to 15 Sep 2022)
    • SMF1 Chief Executive (10 Dec 2021 to 15 Sep 2022)
  • Origen Financial Services Limited (no longer approved here)

    FRN 192666

    • CF2 Non Executive Director (5 Apr 2017 to 13 Jun 2017)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF3 Chief Executive (15 Mar 2012 to 28 Feb 2014)
    • Responsible for Insurance Mediation (13 Mar 2012 to 28 Feb 2014)
    • CF1 Director (8 Nov 2011 to 28 Feb 2014)
    • CF28 Systems and controls (6 Jun 2011 to 7 Jan 2013)
  • Willis Owen Limited (no longer approved here)

    FRN 121261

    • CF1 Director (22 Apr 2008 to 27 Jun 2008)

Recent activity

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

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