Daniel William Morris

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.

  • Perspective (Gould Financial Planning) Limited

    FRN 525989

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2025)
    • [FCA CF] Client dealing (since 25 Nov 2025)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (19 Oct 2018 to 25 Jun 2019)
  • Future Perfect Financial Solutions Limited (no longer approved here)

    FRN 433907

    • (24)Employed By (19 Oct 2018 to 25 Jun 2019)

Recent activity

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

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