Charles Richard Wright

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.

  • ValidPath Limited

    FRN 197107

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 21 Aug 2024)
    • CF1 Director (AR) (since 12 Aug 2024)
    • CF30 Customer (since 12 Aug 2024)
  • ClearView Wealth Management Limited

    FRN 1016726

    • Employed By (since 12 Aug 2024)
  • Centurion Wealth Management Limited (no longer approved here)

    FRN 509905

    • [FCA CF] Client dealing (3 Jan 2023 to 1 Jun 2024)
    • [FCA CF] Functions requiring qualifications (3 Jan 2023 to 1 Jun 2024)
  • FRANCIS CLARK FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 433591

    • CF30 Customer (19 Jun 2013 to 8 Feb 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (30 Sep 2010 to 17 May 2013)
  • Evelyn Partners Financial Planning Limited (no longer approved here)

    FRN 136414

    • CF30 Customer (16 Apr 2010 to 30 Sep 2010)

Recent activity

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

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