Ross Edward Bolton

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.

  • HAMNETT WEALTH MANAGEMENT LIMITED

    FRN 447862

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 2 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 15 Mar 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Mar 2023)
    • CF30 Customer (27 May 2016 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Mar 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 14 Mar 2023)
    • CF30 Customer (27 May 2016 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • CF30 Customer (31 Aug 2017 to 28 Mar 2018)

Recent activity

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

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