Philip Williams (G INS) Management Limited

Date authorised
1 August 2019
Companies House
11181168
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    35 Walton Road
    Stockton Heath
    Warrington
    Cheshire
    WA4 6NW
    UNITED KINGDOM
    Phone
    +441925604421
    Web
    https://www.philipwilliams.co.uk

  • Complaints Contact

    35 Walton Road
    Stockton Heath
    Warrington
    Cheshire
    WA4 6NW
    UNITED KINGDOM
    Phone
    +441925604421

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David William Kilpatrick

    IRN DXK22923

    • SMF3 Executive Director (9 Dec 2019 to 1 Jul 2022)
  • Jonathan Paul Cumpstey

    IRN JPC01188

    • Director of firm who is not a certification employee or a SMF manager (17 Feb 2023 to 10 Jul 2025)
  • Lee David Scott

    IRN LXS09523

    • Director of firm who is not a certification employee or a SMF manager (since 13 Sep 2023)
    • SMF3 Executive Director (7 Dec 2022 to 13 Sep 2023)
  • Margaret Tracy O'Dea

    IRN MXO00197

    • SMF3 Executive Director (11 Oct 2022 to 3 Nov 2025)
  • Michael Millar

    IRN MXM00877

    • SMF3 Executive Director (since 6 Jan 2025)
    • Director of firm who is not a certification employee or a SMF manager (13 Sep 2023 to 6 Jan 2025)
    • SMF3 Executive Director (18 Nov 2022 to 13 Sep 2023)
  • Patricia Anne Sharrock

    IRN PXS23527

    • SMF3 Executive Director (29 Jan 2020 to 9 Aug 2022)
  • Philip Williams

    IRN PXW01438

    • SMF9 Chair of the Governing Body (3 Feb 2020 to 30 May 2022)
    • SMF3 Executive Director (9 Dec 2019 to 30 May 2022)
    • CF1 Director (1 Aug 2019 to 8 Dec 2019)
  • Robert White

    IRN RXW00213

    • SMF3 Executive Director (18 Nov 2022 to 4 Apr 2023)
  • Steven Philip Williams

    IRN SPW01112

    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Aug 2019)
    • CF1 Director (1 Aug 2019 to 8 Dec 2019)
  • Stuart Paul Rootham

    IRN SPR01062

    • SMF3 Executive Director (4 Aug 2022 to 21 Nov 2022)
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Recent activity

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

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