David James Mortell

Watch for changes

Where they hold approval

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

Connect IFA Ltd
FRN 441505
- CF1 Director (AR) (since 1 May 2024)
AGENTIS SPECIALIST FINANCE LIMITED
FRN 1012626
- (2)Employed By (since 1 May 2024)
Stonebridge Mortgage Solutions Ltd
FRN 454811
- CF1 Director (AR) (since 1 Oct 2014)
- Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 1 Jan 2024)
Agentis Financial and Mortgage Solutions Limited
FRN 631659
- (1)Employed By (since 1 Oct 2014)
Sense Network Limited (no longer approved here)
FRN 465124
- CF1 Director (AR) (2 Mar 2022 to 4 Dec 2025)

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

14 hours ago
controlled function removed: Employed By at AGENTIS SPECIALIST FINANCE LIMITED
14 hours ago
controlled function added: (2)Employed By at AGENTIS SPECIALIST FINANCE LIMITED

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.