Sophia Bell

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

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 31 Jul 2024)
    • [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • [FCA CF] Functions requiring qualifications (23 May 2022 to 1 Oct 2023)
  • Aviva Investment Solutions UK Limited (no longer approved here)

    FRN 515334

    • [FCA CF] Functions requiring qualifications (18 Feb 2022 to 23 May 2022)
  • Aviva Life & Pensions UK Limited (no longer approved here)

    FRN 185896

    • [FCA CF] Functions requiring qualifications (12 Jul 2021 to 23 May 2022)
  • Aviva Pension Trustees UK Limited (no longer approved here)

    FRN 465132

    • [FCA CF] Functions requiring qualifications (12 Jul 2021 to 23 May 2022)

Recent activity

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

No changes recorded yet.