Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Watson Laird Limited
FRN 538617
- (1)Employed By (since 12 Mar 2025)
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True Wealth Management Limited
FRN 593156
- Employed By (since 12 Mar 2025)
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Destination Financial Planning Limited
FRN 705459
- Employed By (since 12 Mar 2025)
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Cutter & Co Financial Planning Ltd
FRN 805876
- Employed By (since 12 Mar 2025)
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TAG Financial Planning Limited
FRN 827617
- (1)Employed By (since 12 Mar 2025)
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Succession Financial Management Limited
FRN 225831
- SMF3 Executive Director (since 9 Feb 2022)
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SUCCESSION WEALTH MANAGEMENT LIMITED
FRN 588378
- SMF3 Executive Director (since 9 Feb 2022)
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- SMF3 Executive Director (since 9 Feb 2022)
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- SMF27 Partner (29 Oct 2025 to 15 Apr 2026)
- SMF7 Group Entity Senior Manager (8 Nov 2024 to 29 Oct 2025)
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- (87)SMF3 Executive Director (12 Mar 2025 to 1 May 2026)
Recent activity
Updates to this individual's record on the FCA register.
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controlled function removed: SMF3 Executive Director at Lee Strathy Limited
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controlled function added: (26)SMF3 Executive Director at Lee Strathy Limited
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controlled function removed: SMF3 Executive Director at Flowers McEwan Limited
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controlled function added: (18)SMF3 Executive Director at Flowers McEwan Limited
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controlled function removed: SMF3 Executive Director at Navigator Financial Planning Limited
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controlled function removed: CF1 Director (AR) at Navigator Financial Planning Limited
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controlled function added: (89)SMF3 Executive Director at Navigator Financial Planning Limited
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controlled function added: (90)CF1 Director (AR) at Navigator Financial Planning Limited
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controlled function removed: SMF3 Executive Director at Law Society (NI) Financial Advice Limited
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controlled function added: (87)SMF3 Executive Director at Law Society (NI) Financial Advice Limited