Shaun Davison

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

    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)
    • [FCA CF] Client dealing (since 9 May 2023)
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Client dealing (since 9 May 2023)
    • [FCA CF] Functions requiring qualifications (since 9 May 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (29 May 2015 to 11 Apr 2016)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (2 May 2013 to 26 May 2015)
  • Barlow Barton IFA Ltd (no longer approved here)

    FRN 537197

    • Employed By (2 May 2013 to 26 May 2015)
  • Horbury Financial Services Limited (no longer approved here)

    FRN 225007

    • CF30 Customer (22 Jul 2009 to 18 Mar 2013)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Nov 2007 to 17 Apr 2009)
    • CF22 Investment Adviser (Trainee) (21 Aug 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.