Samuel Robert Wright

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.

  • Perspective (North West) Limited

    FRN 229808

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • [FCA CF] Functions requiring qualifications (since 21 Jan 2026)
    • [FCA CF] Client dealing (since 21 Jan 2026)
  • PERSPECTIVE (SOUTH EAST) LIMITED

    FRN 178690

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 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
    • 11. Pension transfer specialist
    • [FCA CF] Functions requiring qualifications (since 15 Nov 2023)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2025)
    • CF1 Director (AR) (12 Feb 2019 to 22 Sep 2025)
    • CF30 Customer (26 Sep 2016 to 22 Sep 2025)
  • Pharon Independent Financial Advisers Limited (no longer approved here)

    FRN 138169

    • CF30 Customer (19 May 2011 to 1 Aug 2016)

Recent activity

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

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