Philip Anthony Forrester

Last updated
2 weeks ago
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Where they hold approval

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

  • Plutus Wealth Management LLP

    FRN 541499

    • 21. Advising or arranging (bringing about) equity release transactions
    • 9A. Advising on P2P agreements
    • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (17 Dec 2013 to 8 Dec 2019)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (17 Nov 2010 to 19 Dec 2013)
  • Townsend Financial Services (no longer approved here)

    FRN 216543

    • Employed By (13 Sep 2010 to 8 Sep 2010)
  • CAERUS Wealth Ltd (no longer approved here)

    FRN 525931

    • Employed By (26 Aug 2010 to 8 Sep 2010)
  • Rutherford & Co (no longer approved here)

    FRN 216217

    • (23)Employed By (24 Apr 2008 to 8 Dec 2019)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (24 Apr 2008 to 8 Sep 2010)

Recent activity

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

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