Andrew David Wright

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.

  • Prosperis Limited

    FRN 223586

    • 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 1 Apr 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Feb 2025)
  • EXCEL FINANCIAL SERVICES LIMITED

    FRN 706568

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 4 Nov 2020)
  • Project Financial Solutions Ltd (no longer approved here)

    FRN 476681

    • [FCA CF] Client dealing (9 Dec 2019 to 18 Sep 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Sep 2025)
    • CF30 Customer (15 Nov 2019 to 8 Dec 2019)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (25 Mar 2003 to 30 Sep 2004)

Recent activity

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

No changes recorded yet.