Karen Elizabeth Phillips

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.

  • JLT Wealth Management Limited (no longer approved here)

    FRN 196619

    • Responsible for Insurance Distribution (1 Oct 2018 to 17 Jan 2019)
    • CF8 Apportionment and Oversight (5 Feb 2009 to 31 Mar 2009)
    • Responsible for Insurance Mediation (5 Feb 2009 to 30 Sep 2018)
    • CF3 Chief Executive (5 Feb 2009 to 31 Oct 2019)
    • CF30 Customer (1 Nov 2007 to 31 Oct 2019)
    • CF1 Director (4 Jan 2005 to 31 Oct 2019)
    • CF24 Pension Transfer Specialist (2 Mar 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (2 Mar 2004 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.