Philip John Jackson

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.

  • True Potential Wealth Management LLP

    FRN 529810

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 15 Aug 2025)
    • [FCA CF] Client dealing (since 15 Aug 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Aug 2025)
    • CF30 Customer (10 Aug 2015 to 15 Aug 2025)
    • CF1 Director (AR) (10 Aug 2015 to 15 Aug 2025)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (10 Aug 2015 to 15 Aug 2025)
  • Qunatum 3 Financial Services (no longer approved here)

    FRN 221490

    • Employed By (9 Jun 2004 to 9 Nov 2004)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (18 Aug 2003 to 31 Oct 2004)
    • CF22 Investment Adviser (Trainee) (19 Dec 2002 to 18 Aug 2003)
    • CF1 Director (AR) (19 Dec 2002 to 31 Oct 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF21 Investment Adviser (18 Aug 2003 to 7 Oct 2005)
    • CF22 Investment Adviser (Trainee) (19 Dec 2002 to 18 Aug 2003)
    • CF1 Director (AR) (19 Dec 2002 to 7 Oct 2005)
  • Quantum 3 Financial Services Ltd (no longer approved here)

    FRN 221358

    • Employed By (19 Dec 2002 to 7 Oct 2005)

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