Philip Robson

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)
    • [FCA CF] Functions requiring qualifications (since 8 Jan 2024)
    • [FCA CF] Client dealing (since 8 Jan 2024)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2024)
    • CF30 Customer (28 Aug 2012 to 9 Jan 2024)
  • Philip John Robson (no longer approved here)

    FRN 504422

    • Employed By (3 Aug 2009 to 2 Jul 2012)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (23 Jun 2009 to 9 Jan 2024)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 18 Oct 2003)
  • Lighthouse Financial Advice Limited (no longer approved here)

    FRN 225502

    • (372)Employed By (19 Jun 2003 to 18 Oct 2003)
  • Frenkel Topping Limited (no longer approved here)

    FRN 145186

    • CF21 Investment Adviser (21 Aug 2002 to 15 Nov 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 21 Aug 2002)

Recent activity

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

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