Peter Twigg

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

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

    FRN 185746

    • [FCA CF] Client dealing (1 Jan 2021 to 1 Oct 2023)
    • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 1 Oct 2023)
    • CF30 Customer (27 Oct 2009 to 16 Sep 2010)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (30 May 2014 to 4 Jun 2018)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 15 Feb 2013)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (2 Dec 2004 to 5 Aug 2005)
    • CF22 Investment Adviser (Trainee) (26 May 2004 to 2 Dec 2004)

Recent activity

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

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