Philip Donnelly

Last updated
1 week ago
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Where they hold approval

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

  • ADMS Asset Management Limited

    FRN 569871

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
    • [FCA CF] Client dealing (since 1 Jul 2025)
  • Buxton Beresford Financial Planning Ltd

    FRN 596052

    • 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] Client dealing (since 10 Mar 2025)
    • [FCA CF] Functions requiring qualifications (since 10 Mar 2025)
  • IFA FINANCIAL SERVICES (UK) LTD.

    FRN 447432

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 27 Apr 2023)
    • [FCA CF] Client dealing (since 27 Apr 2023)
  • Insight Financial Associates Limited

    FRN 458421

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 13 Mar 2023)
    • [FCA CF] Client dealing (since 13 Mar 2023)
  • WREN STERLING FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 665653

    • [FCA CF] Functions requiring qualifications (10 Oct 2022 to 13 Mar 2024)
    • [FCA CF] Client dealing (10 Oct 2022 to 13 Mar 2024)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • [FCA CF] Client dealing (23 Jan 2020 to 9 Sep 2022)
    • [FCA CF] Functions requiring qualifications (23 Jan 2020 to 9 Sep 2022)

Recent activity

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

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