Philip John Clark

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.

  • Quilter Financial Limited

    FRN 497604

    • 21. Advising or arranging (bringing about) equity release transactions
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 8 Apr 2011)
  • Philip Clark

    FRN 536462

    • (1)Employed By (since 8 Apr 2011)
  • The Whitechurch Network Limited (no longer approved here)

    FRN 190859

    • CF30 Customer (1 Nov 2007 to 11 Nov 2011)
    • CF22 Investment Adviser (Trainee) (15 Jun 2005 to 31 Oct 2007)
    • CF1 Director (AR) (15 Jun 2005 to 11 Nov 2011)
  • HFMC Asset Management Limited (no longer approved here)

    FRN 194722

    • CF21 Investment Adviser (3 Jan 2002 to 4 Jul 2003)
    • CF7 Sole Trader (3 Jan 2002 to 4 Jul 2003)

Recent activity

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

No changes recorded yet.