Philip Howard

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.

  • Save & Invest (Financial Planning) Limited

    FRN 144940

    • 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
    • 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] Client dealing (since 23 Feb 2022)
    • [FCA CF] Functions requiring qualifications (since 27 Aug 2021)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (2 Feb 2016 to 14 Nov 2016)

Recent activity

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

No changes recorded yet.