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 (5 Apr 2022 to 1 Dec 2023)
    • [FCA CF] Client dealing (5 Apr 2022 to 1 Dec 2023)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2023)
    • CF30 Customer (20 Jan 2017 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2023)
    • CF30 Customer (31 Aug 2017 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.