Adrian Watcyn Morris

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.

  • Quilter Financial Limited

    FRN 497604

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 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)
    • CF1 Director (AR) (since 13 Dec 2016)
    • CF30 Customer (since 19 Nov 2012)
  • Morris Paley Wealth Management Limited

    FRN 764256

    • (2)Employed By (since 13 Dec 2016)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 2 Jul 2012)

Recent activity

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

No changes recorded yet.