Howard Lewis Morgan

Last updated
1 week ago
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Where they hold approval

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

  • Bond Wealth Ltd

    FRN 778835

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF4 Partner (AR) (since 19 Mar 2025)
    • Responsibility for MCD Intermediation (since 8 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (since 27 Sep 2024)
    • CF30 Customer (since 27 Sep 2024)
    • SMF1 (AR) Chief Executive function (since 27 Sep 2024)
    • [FCA CF] Client dealing (since 27 Sep 2024)
    • [FCA CF] Functions requiring qualifications (since 27 Sep 2024)
  • Honeycomb Financial LLP

    FRN 1016461

    • Employed By (since 27 Sep 2024)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Aug 2024)
    • CF30 Customer (10 Feb 2014 to 5 Aug 2024)
  • Keystone Wealth Management Ltd (no longer approved here)

    FRN 525039

    • (10)Employed By (2 Jun 2017 to 5 Aug 2024)

Recent activity

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

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