Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- [FCA CF] Manager of certification employee (since 1 Mar 2026)
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Succession Financial Management Limited
FRN 225831
- [FCA CF] Manager of certification employee (since 1 Jul 2025)
- [FCA CF] Client dealing (2 Oct 2023 to 30 Jun 2025)
- [FCA CF] Functions requiring qualifications (2 Oct 2023 to 30 Jun 2025)
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- [FCA CF] Client dealing (1 Aug 2023 to 1 Oct 2023)
- [FCA CF] Functions requiring qualifications (1 Mar 2022 to 1 Oct 2023)
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- [FCA CF] Manager of certification employee (24 Dec 2019 to 8 Mar 2021)
- [FCA CF] Functions requiring qualifications (4 Apr 2018 to 8 Mar 2021)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.