Philip Richard Jones

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • St. James's Place Wealth Management Plc

    FRN 195351

    • 11. Pension transfer specialist
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • CF1 Director (AR) (since 9 Sep 2016)
    • CF30 Customer (since 9 Sep 2016)
  • PRJ Financial Planning Limited

    FRN 756789

    • (2)Employed By (since 9 Sep 2016)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (21 May 2012 to 14 Oct 2016)

Recent activity

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

  1. controlled function removed: Employed By at PRJ Financial Planning Limited

  2. controlled function added: (2)Employed By at PRJ Financial Planning Limited