Ryan Edward Crozier

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.

  • Succession Financial Management Limited

    FRN 225831

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • [FCA CF] Client dealing (since 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 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)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
    • [FCA CF] Client dealing (since 1 Jul 2025)
  • Navigator Financial Planning Limited (no longer approved here)

    FRN 587701

    • (8)Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 1 Jul 2025)
    • (10)[FCA CF] Functions requiring qualifications (1 Sep 2020 to 1 Jul 2025)
    • (9)[FCA CF] Client dealing (1 Sep 2020 to 1 Jul 2025)
  • Destination Financial Planning Limited (no longer approved here)

    FRN 705459

    • Employed By (10 Feb 2021 to 18 Feb 2026)
  • Law Society (NI) Financial Advice Limited (no longer approved here)

    FRN 141726

    • (38)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Jul 2025)
    • (37)[FCA CF] Client dealing (9 Dec 2019 to 1 Jul 2025)
    • (36)CF30 Customer (22 Nov 2018 to 8 Dec 2019)

Recent activity

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

  1. controlled function added: (8)Appointed representative dealing with clients for which they require qualification at Navigator Financial Planning Limited

  2. controlled function added: (9)[FCA CF] Client dealing at Navigator Financial Planning Limited

  3. controlled function added: (10)[FCA CF] Functions requiring qualifications at Navigator Financial Planning Limited

  4. controlled function added: (36)CF30 Customer at Law Society (NI) Financial Advice Limited

  5. controlled function added: (37)[FCA CF] Client dealing at Law Society (NI) Financial Advice Limited

  6. controlled function added: (38)[FCA CF] Functions requiring qualifications at Law Society (NI) Financial Advice Limited