Philip Pearson

Last updated
3 weeks ago
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Where they hold approval

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

  • Reflect Financial Limited

    FRN 932095

    • (12)Employed By (since 8 Sep 2020)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (9 Aug 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 Dec 2004 to 9 Aug 2005)
    • CF7 Sole Trader (AR) (14 Dec 2004 to 28 Oct 2005)
  • Willson Grange Ltd (no longer approved here)

    FRN 503107

    • Employed By (1 Nov 2018 to 8 Sep 2020)
  • Liverpool Victoria Financial Advice Services Limited (no longer approved here)

    FRN 186890

    • CF21 Investment Adviser (8 Jan 2002 to 31 Dec 2004)

Recent activity

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

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