Robert MacDonald

Last updated
2 weeks ago
Watch for changes

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

    • [FCA CF] Client dealing (9 Dec 2019 to 6 Jan 2026)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Jan 2026)
    • CF30 Customer (6 Jan 2017 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Jan 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 6 Jan 2026)
    • CF30 Customer (6 Jan 2017 to 8 Dec 2019)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • CF30 Customer (1 Nov 2007 to 13 Feb 2008)
    • CF7 Sole Trader (AR) (15 Feb 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (15 Feb 2005 to 31 Oct 2007)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF21 Investment Adviser (8 Dec 2003 to 24 Jun 2005)
    • CF22 Investment Adviser (Trainee) (6 Aug 2003 to 8 Dec 2003)

Recent activity

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

No changes recorded yet.