Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Succession Financial Management Limited
FRN 225831
- 21. Advising or arranging (bringing about) equity release transactions
- [FCA CF] Functions requiring qualifications (since 2 Oct 2023)
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- [FCA CF] Functions requiring qualifications (1 Mar 2022 to 1 Oct 2023)
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- [FCA CF] Functions requiring qualifications (8 Dec 2021 to 25 Feb 2022)
- [FCA CF] Manager of certification employee (8 Dec 2021 to 25 Feb 2022)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.