Simon Roger Marsden

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

    • Responsibility for MCD Intermediation (since 18 Mar 2024)
    • Responsible for Insurance Distribution (since 18 Mar 2024)
    • SMF1 Chief Executive (since 18 Mar 2024)
    • SMF3 Executive Director (since 18 Mar 2024)
  • Succession Advisory Services Limited

    FRN 510054

    • SMF9 Chair of the Governing Body (since 18 Mar 2024)
    • SMF3 Executive Director (since 18 Mar 2024)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • SMF1 Chief Executive (since 18 Mar 2024)
    • Responsible for Insurance Distribution (since 18 Mar 2024)
    • Responsibility for MCD Intermediation (since 18 Mar 2024)
    • SMF3 Executive Director (since 18 Mar 2024)
  • Succession Employee Benefit Solutions Limited

    FRN 767956

    • SMF1 Chief Executive (since 18 Mar 2024)
    • SMF3 Executive Director (since 18 Mar 2024)
    • Responsible for Insurance Distribution (since 18 Mar 2024)
  • LONDON WALL PARTNERS LLP (no longer approved here)

    FRN 583354

    • SMF7 Group Entity Senior Manager (11 Nov 2024 to 16 Sep 2025)
  • Aviva Life & Pensions UK Limited (no longer approved here)

    FRN 185896

    • [FCA CF] Significant management (1 Dec 2021 to 31 Jan 2024)
    • [FCA CF] Manager of certification employee (25 Oct 2021 to 31 Jan 2024)
    • SMF18 Other Overall Responsibility (10 Feb 2021 to 1 Dec 2021)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • SMF18 Other Overall Responsibility (10 Feb 2021 to 1 Dec 2021)
    • [FCA CF] Manager of certification employee (31 Aug 2020 to 9 Feb 2021)
    • [FCA CF] Significant management (31 Aug 2020 to 9 Feb 2021)
  • Aviva Equity Release UK Limited (no longer approved here)

    FRN 310433

    • [FCA CF] Manager of certification employee (15 Aug 2020 to 30 Sep 2021)
    • SMF3 Executive Director (9 Dec 2019 to 6 Jan 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 6 Jan 2020)
    • CF3 Chief Executive (3 Jun 2016 to 8 Dec 2019)
    • CF1 Director (18 Dec 2012 to 8 Dec 2019)
  • Aviva Wrap UK Limited (no longer approved here)

    FRN 231530

    • SMF1 Chief Executive (31 Mar 2020 to 2 Mar 2022)
    • Responsible for Insurance Distribution (31 Mar 2020 to 2 Mar 2022)
    • SMF3 Executive Director (31 Mar 2020 to 31 Jan 2024)
    • SMF18 Other Overall Responsibility (9 Dec 2019 to 31 Mar 2020)
    • CF29 Significant management (11 Jul 2019 to 8 Dec 2019)
  • Aviva Pension Trustees UK Limited (no longer approved here)

    FRN 465132

    • SMF3 Executive Director (31 Mar 2020 to 31 Jan 2024)
    • SMF1 Chief Executive (31 Mar 2020 to 2 Mar 2022)
    • Responsible for Insurance Distribution (31 Mar 2020 to 2 Mar 2022)
    • SMF18 Other Overall Responsibility (9 Dec 2019 to 31 Mar 2020)
    • CF29 Significant management (11 Jul 2019 to 8 Dec 2019)

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