Philip John Regan

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.

  • Gordon Blair Financial Services Ltd

    FRN 806235

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 21 Oct 2024)
    • [FCA CF] Client dealing (21 Oct 2024 to 22 Oct 2024)
  • HOSKIN FINANCIAL PLANNING LTD

    FRN 613005

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 13 Feb 2024)
  • Assetlend Ltd (no longer approved here)

    FRN 810886

    • [FCA CF] Functions requiring qualifications (14 Dec 2023 to 1 Feb 2024)
  • PIVOTAL FINANCIAL LIMITED (no longer approved here)

    FRN 665649

    • [FCA CF] Functions requiring qualifications (10 Mar 2023 to 28 Nov 2023)
  • Mortgage Saving Experts Limited (no longer approved here)

    FRN 779662

    • [FCA CF] Client dealing (21 Feb 2022 to 20 Feb 2023)
    • [FCA CF] Functions requiring qualifications (21 Feb 2022 to 20 Feb 2023)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF1 Director (AR) (21 Jun 2012 to 12 Aug 2014)
    • CF30 Customer (27 Aug 2009 to 1 Sep 2009)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (25 Feb 2010 to 3 Aug 2012)

Recent activity

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

No changes recorded yet.