Philip Graham Williams

• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF1 Director (AR) (since 22 Jan 2026)
  • CF30 Customer (since 15 Dec 2025)
  • Appointed representative dealing with clients for which they require qualification (since 1 Dec 2025)
  • CF22 Investment Adviser (Trainee) (9 May 2003 to 28 Aug 2003)
• St Julien Financial Planning Limited

  FRN 984460

  • (1)Employed By (since 15 Dec 2025)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (1 Nov 2007 to 1 Jul 2012)
  • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)
• ST. JAMES'S PLACE UNIT TRUST GROUP LIMITED (no longer approved here)

  FRN 122472

  • CF22 Investment Adviser (Trainee) (9 May 2003 to 3 Jun 2003)
• ST. JAMES'S PLACE UK PLC (no longer approved here)

  FRN 150026

  • CF22 Investment Adviser (Trainee) (9 May 2003 to 3 Jun 2003)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF21 Investment Adviser (1 Dec 2001 to 1 May 2003)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF21 Investment Adviser (1 Dec 2001 to 1 May 2003)

No changes recorded yet.