William McBride

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.

  • SALTUS WEALTH PARTNERSHIP LIMITED

    FRN 449607

    • 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 18 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 18 Nov 2025)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • [FCA CF] Client dealing (9 Dec 2019 to 9 May 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 May 2025)
    • CF30 Customer (10 Sep 2019 to 8 Dec 2019)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • [FCA CF] Client dealing (9 Dec 2019 to 9 May 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 May 2025)
    • CF30 Customer (10 Sep 2019 to 8 Dec 2019)
  • Succession Employee Benefit Solutions Limited (no longer approved here)

    FRN 767956

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Apr 2024)
    • CF30 Customer (10 Sep 2019 to 8 Dec 2019)
  • Cameron Alexander Ltd (no longer approved here)

    FRN 200076

    • Employed By (3 Dec 1999 to 23 Dec 2003)

Recent activity

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

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