Edward Gilbert Lancaster Seru Morell

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • 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 11 Sep 2020)
    • CF30 Customer (since 10 Sep 2020)
    • [FCA CF] Client dealing (11 Sep 2020 to 7 Jul 2023)
  • Doyle & Palmer Wealth Management Limited

    FRN 836767

    • (17)Employed By (since 10 Sep 2020)
  • Foster Denovo Limited (no longer approved here)

    FRN 462728

    • CF30 Customer (1 Nov 2007 to 14 Jun 2012)
    • CF21 Investment Adviser (26 Jul 2007 to 31 Oct 2007)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • CF21 Investment Adviser (11 Jan 2006 to 6 Aug 2007)
  • Sinfonia Direct Ltd (no longer approved here)

    FRN 440606

    • Employed By (11 Jan 2006 to 6 Aug 2007)
  • Capital Planning UK Ltd (no longer approved here)

    FRN 402461

    • Employed By (6 Oct 2005 to 13 Oct 2005)

Recent activity

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

No changes recorded yet.