Nathan Stuart McGregor Morrisen

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 12 Sep 2024)
    • CF30 Customer (since 14 Aug 2024)
    • [FCA CF] Functions requiring qualifications (31 May 2024 to 12 Sep 2024)
    • [FCA CF] Client dealing (31 May 2024 to 12 Sep 2024)
    • Appointed representative dealing with clients for which they require qualification (4 Oct 2020 to 10 Oct 2022)
    • CF30 Customer (2 Oct 2020 to 29 Dec 2022)
  • Advice on Wealth Ltd

    FRN 215905

    • (4)Employed By (since 14 Aug 2024)
    • (6)Employed By (14 Nov 2022 to 28 May 2024)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (14 Dec 2022 to 28 May 2024)
    • CF30 Customer (14 Nov 2022 to 28 May 2024)
  • Templegate Financial Planning Ltd (no longer approved here)

    FRN 216855

    • (3)Employed By (2 Oct 2020 to 28 May 2024)

Recent activity

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

  1. controlled function removed: Employed By at Templegate Financial Planning Ltd

  2. controlled function added: (3)Employed By at Templegate Financial Planning Ltd