J. L. MORRIS (INSURANCE BROKERS) LIMITED

Date authorised
1 April 2013
Companies House
01012552
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Holes Bay House
    Marshes End
    Upton Road
    Creekmoor
    Poole
    Dorset
    BH17 7AG
    UNITED KINGDOM
    Phone
    +4401202642840
    Web
    https://www.jlmorris.co.uk

  • Complaints Contact

    Holes Bay House
    Marshes End
    Poole Road
    Creekmoor
    Poole
    Dorset
    BH17 7AG
    UNITED KINGDOM
    Phone
    +4401202642840

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David John Morris

    IRN DJM01445

    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] CASS oversight function (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF29 Significant management (21 May 2010 to 8 Dec 2019)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Iris Ann Morris

    IRN IAM01045

    • CF1 Director (14 Jan 2005 to 18 Jan 2010)
  • John Lane Morris

    IRN JLM01121

    • CF1 Director (14 Jan 2005 to 18 Jan 2010)

Recent activity

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

No changes recorded yet.