Philip John Priest

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Kingsbridge Independent Mortgage Advice Ltd

    FRN 751999

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 14 Nov 2016)
    • Responsible for Insurance Mediation (14 Nov 2016 to 30 Sep 2018)
    • CF1 Director (14 Nov 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (14 Nov 2016 to 8 Dec 2019)
  • 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 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (10 Sep 2013 to 8 Dec 2019)
  • The Right Mortgage Limited (no longer approved here)

    FRN 649443

    • CF1 Director (AR) (2 Dec 2023 to 26 Feb 2025)
  • MORTGAGE INTELLIGENCE LIMITED (no longer approved here)

    FRN 305330

    • CF1 Director (AR) (7 Oct 2020 to 3 Jan 2024)
  • Nationwide Building Society (no longer approved here)

    FRN 106078

    • CF30 Customer (2 Mar 2012 to 28 Aug 2013)
  • WESLEYAN FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 134753

    • CF30 Customer (9 Sep 2008 to 29 Jan 2010)
  • K.G.J. INSURANCE BROKERS (STOURBRIDGE) LIMITED (no longer approved here)

    FRN 116769

    • CF1 Director (AR) (9 Nov 2007 to 31 Jul 2008)
  • Sage Independent Mortgage Advice Ltd (no longer approved here)

    FRN 437800

    • (1)Employed By (9 Nov 2007 to 31 Jul 2008)

Recent activity

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

  1. controlled function added: (1)Employed By at Sage Independent Mortgage Advice Ltd