Where they hold approval

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

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 3 Oct 2011)
  • Adrian Wright

    FRN 670428

    • (1)Employed By (since 10 Feb 2015)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (7 Oct 2003 to 28 May 2004)
    • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 7 Oct 2003)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)

Recent activity

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

No changes recorded yet.