Philip Brian Wills

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 23 Aug 2023)
    • [FCA CF] Client dealing (since 23 Aug 2023)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2023)
    • CF1 Director (AR) (19 Dec 2014 to 31 Aug 2023)
    • CF30 Customer (1 Nov 2007 to 31 Aug 2023)
    • CF4 Partner (AR) (1 Dec 2001 to 20 Jun 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • PFM Associates Limited (no longer approved here)

    FRN 213724

    • CF21 Investment Adviser (1 Dec 2002 to 1 Dec 2002)
  • Heritage Financial Consultants Limited (no longer approved here)

    FRN 188180

    • (2)Employed By (9 Mar 2000 to 31 Aug 2023)

Recent activity

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

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