Andrew Morrell

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.

  • JULIAN HARRIS ADVISER NETWORK LIMITED

    FRN 304155

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 11. Pension transfer specialist
    • CF1 Director (AR) (since 25 Mar 2026)
    • CF30 Customer (since 25 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
  • Julian Harris Financial Consultants

    FRN 153566

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 11. Pension transfer specialist
    • CF1 Director (AR) (since 26 Jul 2021)
    • CF30 Customer (since 26 Jul 2021)
    • Appointed representative dealing with clients for which they require qualification (since 22 Apr 2021)
    • Sole trader dealing with clients for which they require qualification (22 Apr 2021 to 23 Apr 2021)
  • Morrell Financial Management Ltd

    FRN 675274

    • (3)Employed By (since 26 Jul 2021)
    • (1)Employed By (7 Apr 2016 to 24 Feb 2017)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF1 Director (AR) (7 Apr 2016 to 24 Feb 2017)
    • CF30 Customer (29 Nov 2012 to 24 Feb 2017)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (21 May 2008 to 26 Oct 2012)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (1 Dec 2001 to 16 Aug 2002)

Recent activity

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

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