Philip Douglas Staton

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.

  • SALTUS WEALTH PARTNERSHIP LIMITED

    FRN 449607

    • 9A. Advising on P2P agreements
    • 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 21 May 2020)
    • [FCA CF] Client dealing (since 21 May 2020)
  • SUCCESSION WEALTH MANAGEMENT LIMITED (no longer approved here)

    FRN 588378

    • CF30 Customer (19 Aug 2013 to 21 Nov 2013)
  • Succession Financial Management Limited (no longer approved here)

    FRN 225831

    • CF30 Customer (1 Nov 2007 to 7 Apr 2016)
    • CF21 Investment Adviser (20 Nov 2003 to 31 Oct 2007)
  • Philip Staton Independent Financial Advisers (no longer approved here)

    FRN 195376

    • (2)Employed By (13 Sep 2001 to 1 Mar 2002)

Recent activity

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

No changes recorded yet.