Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Vintage Wealth Management Limited
FRN 593380
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 31 Mar 2026)
- [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
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Philip Harper LLP
FRN 485423
- 21. Advising or arranging (bringing about) equity release transactions
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Client dealing (since 9 Jun 2025)
- [FCA CF] Functions requiring qualifications (since 9 Jun 2025)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.