Philip George Daw

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.

  • Capital Planning Partners (Holdings) Ltd

    FRN 1030521

    • Employed By (since 28 May 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 26 Oct 2019)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (26 Jan 2021 to 23 Jun 2025)
  • NB Wealth Management Ltd (no longer approved here)

    FRN 587382

    • (5)Employed By (26 Oct 2019 to 1 Feb 2021)
  • Mortgage Webb Limited (no longer approved here)

    FRN 313260

    • Responsible for Insurance Distribution (1 Oct 2018 to 1 Sep 2019)
    • Responsible for Insurance Mediation (3 Aug 2017 to 30 Sep 2018)
    • CF1 Director (3 Aug 2017 to 1 Sep 2019)
  • FINANCIAL WEBB LIMITED (no longer approved here)

    FRN 588431

    • CF1 Director (8 Dec 2017 to 1 Sep 2019)
    • CF30 Customer (19 Aug 2017 to 1 Sep 2019)

Recent activity

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

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