Marguerite Morley

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.

  • In Partnership Financial Advisers Limited

    FRN 744728

    • (19)Employed By (since 30 Sep 2025)
  • The On-Line Partnership Limited

    FRN 192638

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 9A. Advising on P2P agreements
    • 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 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Sep 2025)
    • CF1 Director (AR) (2 Jan 2008 to 30 Sep 2025)
    • CF21 Investment Adviser (6 Jul 2006 to 31 Oct 2007)
  • Minshall Financial Services Ltd

    FRN 207995

    • (1)Employed By (since 6 Jul 2006)
  • Berkeley Morgan Limited (no longer approved here)

    FRN 148577

    • CF21 Investment Adviser (25 Mar 2003 to 30 Sep 2004)

Recent activity

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

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