Graham Morton

Last updated
3 weeks ago
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Where they hold approval

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

  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 3 Jan 2023)
    • CF21 Investment Adviser (25 Jun 2004 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (25 Jun 2004 to 31 Jan 2007)
  • Imperial Financial Planning Limited (no longer approved here)

    FRN 178502

    • (4)Employed By (26 Oct 2004 to 3 Jan 2023)
  • Graham Morton Financial Planning (no longer approved here)

    FRN 401442

    • (1)Employed By (25 Jun 2004 to 26 Oct 2004)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (2 Mar 2004 to 1 Jun 2004)
    • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 2 Mar 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (2 Mar 2004 to 1 Jun 2004)
    • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 2 Mar 2004)
  • Fallowell Financial Ltd (no longer approved here)

    FRN 219613

    • Employed By (19 Jun 2003 to 1 Jun 2004)

Recent activity

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

  1. controlled function removed: Employed By at Imperial Financial Planning Limited

  2. controlled function added: (4)Employed By at Imperial Financial Planning Limited