Philip John Whitehead

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.

  • TITAN WEALTH PLANNING LTD

    FRN 574458

    • 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 9 Aug 2023)
    • [FCA CF] Functions requiring qualifications (since 9 Aug 2023)
  • LEBC Group Limited

    FRN 760755

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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] Client dealing (since 23 Sep 2022)
    • [FCA CF] Functions requiring qualifications (since 23 Sep 2022)
  • Sense Network Limited (no longer approved here)

    FRN 465124

    • Appointed representative dealing with clients for which they require qualification (19 Mar 2021 to 12 Aug 2022)
    • [FCA CF] Client dealing (19 Mar 2021 to 12 Aug 2022)
    • CF30 Customer (17 Mar 2021 to 12 Aug 2022)
  • Chameleon Financial Planning Ltd (no longer approved here)

    FRN 785369

    • Employed By (17 Mar 2021 to 12 Aug 2022)
  • M&G ADVICE PARTNERS LIMITED (no longer approved here)

    FRN 584256

    • CF30 Customer (30 Nov 2018 to 8 Dec 2019)

Recent activity

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

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