Andrew Leslie Morley

Last updated
3 weeks ago
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Where they hold approval

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

  • S G Wealth Management Limited

    FRN 196001

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 11. Pension transfer specialist
    • 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] Manager of certification employee (since 16 Oct 2024)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (5 Jan 2017 to 8 Dec 2019)
  • Lovewell Blake Financial Planning Limited (no longer approved here)

    FRN 190079

    • CF30 Customer (24 Mar 2014 to 30 Dec 2016)
  • Grant Thornton UK LLP (no longer approved here)

    FRN 231791

    • CF30 Customer (18 Dec 2012 to 14 Mar 2014)

Recent activity

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

No changes recorded yet.