Edward Morris

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • Finli (G&P) Ltd

    FRN 142752

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 13 Nov 2025)
    • CF30 Customer (since 13 Nov 2025)
  • Finli (IPWM) Limited

    FRN 591331

    • (21)Employed By (since 29 Apr 2021)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (6 May 2021 to 4 Dec 2025)
    • CF30 Customer (29 Apr 2021 to 4 Dec 2025)
  • QUILTER WEALTH LIMITED (no longer approved here)

    FRN 217742

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2021)
    • CF30 Customer (26 Jun 2017 to 6 May 2021)
  • Age Partnership Limited (no longer approved here)

    FRN 425432

    • CF30 Customer (7 Feb 2013 to 8 Jun 2015)
  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • CF30 Customer (26 May 2011 to 21 Dec 2012)

Recent activity

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

  1. controlled function removed: Employed By at Finli (IPWM) Limited

  2. controlled function added: (21)Employed By at Finli (IPWM) Limited