Trevor Francis Doe

Last updated
2 weeks ago
Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Best Practice IFA Group Limited

    FRN 223112

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • CF1 Director (AR) (since 20 Aug 2025)
    • [FCA CF] Client dealing (since 25 Oct 2023)
    • Appointed representative dealing with clients for which they require qualification (since 25 Oct 2023)
    • CF30 Customer (since 24 Oct 2023)
  • Prism Wealth (Hertford) Ltd

    FRN 1036490

    • (3)Employed By (since 20 Aug 2025)
  • Blue Rose Wealth Ltd (no longer approved here)

    FRN 1001012

    • Employed By (24 Oct 2023 to 4 Sep 2025)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (5 Apr 2022 to 31 Oct 2022)
    • [FCA CF] Functions requiring qualifications (5 Apr 2022 to 31 Oct 2022)
    • CF30 Customer (6 Nov 2014 to 5 Jul 2016)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Oct 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Oct 2022)
    • CF30 Customer (6 Nov 2014 to 8 Dec 2019)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)
  • MH Financial Management Ltd (no longer approved here)

    FRN 209773

    • Employed By (1 Dec 2001 to 3 Feb 2004)

Recent activity

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

No changes recorded yet.