Morwenna Mary Clarke

Watch for changes

Where they hold approval

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

The On-Line Partnership Limited (no longer approved here)
FRN 192638
- Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 4 Oct 2022)
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jun 2023)
- CF1 Director (AR) (22 Aug 2018 to 4 Oct 2022)
- CF30 Customer (14 Oct 2010 to 15 Jun 2023)
St. James's Place Wealth Management Plc (no longer approved here)
FRN 195351
- CF30 Customer (17 Mar 2017 to 31 May 2017)
Portland Wealth Management Limited (no longer approved here)
FRN 516596
- (6)Employed By (14 Oct 2010 to 15 Jun 2023)
Chase de Vere Independent Financial Advisers limited (no longer approved here)
FRN 137914
- CF21 Investment Adviser (1 Dec 2001 to 31 May 2007)

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

19 hours ago
controlled function removed: Employed By at Portland Wealth Management Limited
19 hours ago
controlled function added: (6)Employed By at Portland Wealth Management Limited

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.