Robert Mark Juris Bercis

• Succession Financial Management Limited (no longer approved here)

  FRN 225831

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
  • CF30 Customer (11 Mar 2017 to 8 Dec 2019)
• SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

  FRN 588378

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
  • CF30 Customer (14 Oct 2016 to 8 Dec 2019)
• Aegis Financial Planning Limited (no longer approved here)

  FRN 624298

  • CF30 Customer (10 Apr 2015 to 7 Apr 2017)
• Demontfort Financial Advisers LLP (no longer approved here)

  FRN 452221

  • Employed By (1 Apr 2015 to 7 Apr 2017)
• Charterhouse Financial Planning Limited (no longer approved here)

  FRN 449128

  • CF30 Customer (1 Nov 2007 to 21 Dec 2007)
  • CF24 Pension Transfer Specialist (28 Jul 2006 to 31 Oct 2007)
  • CF21 Investment Adviser (28 Jul 2006 to 31 Oct 2007)
• Charterhouse Financial Planning Ltd (no longer approved here)

  FRN 231612

  • Employed By (22 Mar 2005 to 12 Oct 2005)

No changes recorded yet.