Philip Kurzeja

Last updated
3 weeks ago
Watch for changes

Where they hold approval

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

  • Best Practice IFA Group Limited

    FRN 223112

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 9A. Advising on P2P agreements
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (since 19 Jun 2019)
  • Benchmark Financial Planning Limited

    FRN 227247

    • Employed By (since 19 Jun 2019)
  • AV Trinity Limited (no longer approved here)

    FRN 182032

    • CF30 Customer (23 Nov 2015 to 18 Jun 2019)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (1 Apr 2015 to 20 Nov 2015)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (21 May 2014 to 23 Jan 2015)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (21 May 2014 to 23 Jan 2015)
  • Lloyds Bank PLC (no longer approved here)

    FRN 119278

    • CF30 Customer (15 Apr 2011 to 8 May 2012)

Recent activity

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

No changes recorded yet.