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
- 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
- 4. Giving personal recommendations on retail investment products which are not broker funds
- 11. Pension transfer specialist
- 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 19 Feb 2020)
- [FCA CF] Client dealing (since 19 Feb 2020)
- CF30 Customer (29 Jan 2010 to 8 Dec 2019)
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- CF30 Customer (1 Nov 2007 to 31 Dec 2009)
- CF21 Investment Adviser (5 Sep 2003 to 31 Oct 2007)
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- Employed By (5 Sep 2003 to 31 Dec 2009)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.