Andrew Paul Mortimore

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Future Financial Wealth LLP

    FRN 592054

    • (14)Employed By (since 16 Dec 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 May 2023)
    • CF30 Customer (since 30 Jan 2023)
    • CF4 Partner (AR) (30 Jan 2023 to 17 Dec 2025)
  • Three Wealth Management (no longer approved here)

    FRN 990355

    • (2)Employed By (30 Jan 2023 to 17 Dec 2025)
  • Fisher Investments Europe Limited (no longer approved here)

    FRN 191609

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Nov 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Nov 2022)
    • CF30 Customer (30 May 2011 to 8 Dec 2019)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (1 Nov 2007 to 27 May 2011)
    • CF21 Investment Adviser (21 May 2007 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.