Marcus Morland

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.

  • M&G ADVICE PARTNERS LIMITED

    FRN 584256

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2021)
    • CF1 Director (AR) (since 3 Feb 2021)
    • CF30 Customer (since 3 Feb 2021)
    • [FCA CF] Client dealing (27 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (27 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (22 Nov 2017 to 8 Dec 2019)
  • Morland Wealth Management Limited

    FRN 940805

    • (1)Employed By (since 3 Feb 2021)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (15 Jul 2016 to 1 Sep 2017)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (15 Jul 2016 to 1 Sep 2017)
  • CJP Financial Services Ltd (no longer approved here)

    FRN 466798

    • Employed By (31 Oct 2013 to 20 Aug 2014)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (22 Feb 2013 to 20 Aug 2014)
    • CF30 Customer (22 Feb 2013 to 10 Dec 2013)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF1 Director (AR) (31 Jan 2013 to 20 Aug 2014)
    • CF30 Customer (31 Jan 2013 to 20 Aug 2014)
  • Ark Financial Services Limited (no longer approved here)

    FRN 595171

    • Employed By (31 Jan 2013 to 20 Aug 2014)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 25 May 2012)
    • CF22 Investment Adviser (Trainee) (22 Nov 2005 to 31 Oct 2007)

Recent activity

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

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