Philip Edward Burrows

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.

  • Stewart Wealth Management Ltd

    FRN 527515

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (13 Nov 2018 to 1 Jul 2022)
  • Pearson Wealth Management Ltd (no longer approved here)

    FRN 825434

    • (2)Employed By (13 Nov 2018 to 1 Jul 2022)
  • Quilter Financial Limited (no longer approved here)

    FRN 497604

    • CF30 Customer (12 Aug 2013 to 29 Jul 2016)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (10 Jan 2013 to 12 Sep 2013)
  • Parker Castle Limited (no longer approved here)

    FRN 163031

    • (19)Employed By (5 Jun 2003 to 3 Apr 2006)
  • T K Jones Independent Financial Advisers (no longer approved here)

    FRN 182950

    • Employed By (1 Oct 1998 to 21 Oct 2004)

Recent activity

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

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