Terry William Kellow

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 (no longer approved here)

    FRN 225831

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
    • CF30 Customer (20 Aug 2018 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
    • CF30 Customer (20 Aug 2018 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Apr 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 28 Apr 2023)
    • CF30 Customer (22 Aug 2018 to 8 Dec 2019)
  • Forvis Mazars Financial Planning Limited (no longer approved here)

    FRN 182644

    • CF30 Customer (13 Jan 2018 to 1 Aug 2018)

Recent activity

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

No changes recorded yet.