Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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KD Wright Financial Services Limited
FRN 509886
- 21. Advising or arranging (bringing about) equity release transactions
- 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
- [FCA CF] Client dealing (since 21 Aug 2023)
- [FCA CF] Functions requiring qualifications (since 19 Feb 2020)
- Appointed representative dealing with clients for which they require qualification (21 Aug 2023 to 12 Jul 2024)
- CF30 Customer (21 Jun 2022 to 3 Jul 2024)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.