Philip Mark Chapman

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.

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2019)
    • CF1 Director (AR) (since 21 Jun 2019)
    • CF30 Customer (since 30 Jul 2009)
    • [FCA CF] Client dealing (10 Dec 2019 to 11 Dec 2019)
  • Totally Financial Planning Limited

    FRN 844024

    • Employed By (since 21 Jun 2019)
  • Best to Invest Limited (no longer approved here)

    FRN 418807

    • CF30 Customer (1 Nov 2007 to 14 Aug 2009)
    • CF21 Investment Adviser (4 Apr 2005 to 31 Oct 2007)
    • CF1 Director (4 Apr 2005 to 14 Aug 2009)

Recent activity

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

No changes recorded yet.