Josh Kinning

Last updated
1 month ago
Watch for changes

Where they hold approval

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

  • Phoenix Wealth Solutions Limited

    FRN 302581

    • (4)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • (5)4. Giving personal recommendations on retail investment products which are not broker funds
    • (6)[FCA CF] Client dealing (since 1 Sep 2022)
    • (7)[FCA CF] Functions requiring qualifications (since 16 Nov 2020)

Recent activity

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

  1. controlled function removed: 4. Giving personal recommendations on retail investment products which are not broker funds at Phoenix Wealth Solutions Limited

  2. controlled function removed: [FCA CF] Functions requiring qualifications at Phoenix Wealth Solutions Limited

  3. controlled function removed: 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose at Phoenix Wealth Solutions Limited

  4. controlled function removed: [FCA CF] Client dealing at Phoenix Wealth Solutions Limited

  5. controlled function added: (4)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose at Phoenix Wealth Solutions Limited

  6. controlled function added: (5)4. Giving personal recommendations on retail investment products which are not broker funds at Phoenix Wealth Solutions Limited

  7. controlled function added: (6)[FCA CF] Client dealing at Phoenix Wealth Solutions Limited

  8. controlled function added: (7)[FCA CF] Functions requiring qualifications at Phoenix Wealth Solutions Limited