Philip Charles Okell

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.

  • RAYMOND JAMES INVESTMENT SERVICES LIMITED

    FRN 194713

    • 14. Managing investments
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (7 Dec 2006 to 31 Oct 2007)
    • CF27 Investment Management (7 Dec 2006 to 31 Oct 2007)
  • The Rechabite Friendly Society Limited (no longer approved here)

    FRN 109994

    • SMF14 Senior Independent Director (27 Nov 2019 to 11 Jun 2025)
    • SMF12 Chair of the Remuneration Committee (27 Nov 2019 to 11 Jun 2025)
    • CF2 Non Executive Director (4 Sep 2015 to 6 Mar 2016)
  • Vernon Building Society (no longer approved here)

    FRN 195475

    • CF2 Non Executive Director (12 Sep 2005 to 31 Jan 2015)
  • Evelyn Partners Securities (no longer approved here)

    FRN 124255

    • CF27 Investment Management (1 Dec 2001 to 31 May 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 31 May 2006)
    • CF1 Director (1 Dec 2001 to 31 May 2006)

Recent activity

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

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