Toby Ritchie Hill

Last updated
2 weeks 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

    FRN 225831

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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 13 Jan 2020)
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2020)
  • SUCCESSION WEALTH MANAGEMENT LIMITED

    FRN 588378

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 13 Jan 2020)
    • [FCA CF] Client dealing (since 13 Jan 2020)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (1 Nov 2007 to 21 Dec 2007)
    • CF21 Investment Adviser (28 Aug 2007 to 31 Oct 2007)
  • Phoenix Life Limited (no longer approved here)

    FRN 110418

    • CF21 Investment Adviser (1 Dec 2001 to 1 Sep 2002)
  • Columbia Threadneedle Fund Management Limited (no longer approved here)

    FRN 121940

    • CF21 Investment Adviser (1 Dec 2001 to 1 Jul 2002)

Recent activity

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

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