David John Morse

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.

  • Personal Touch Financial Services Limited

    FRN 187834

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF1 Director (AR) (17 Oct 2012 to 13 Sep 2024)
    • CF30 Customer (1 Nov 2007 to 6 Oct 2010)
    • CF22 Investment Adviser (Trainee) (10 Aug 2006 to 31 Oct 2007)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (5 Jan 2011 to 26 Oct 2011)
  • Adrian Russell Holland (no longer approved here)

    FRN 215219

    • (7)Employed By (1 Dec 2001 to 3 Oct 2002)

Recent activity

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

No changes recorded yet.