Philip Stephen Roberts

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.

  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Dec 2022)
    • CF30 Customer (1 Nov 2007 to 29 Dec 2022)
    • CF21 Investment Adviser (6 Apr 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (8 Jan 2007 to 10 Apr 2007)
    • CF1 Director (AR) (8 Jan 2007 to 1 Jun 2018)
  • The Platt Partnership Limited (no longer approved here)

    FRN 845009

    • (11)Employed By (11 Jul 2019 to 29 Dec 2022)
  • The Platt Partnership Limited (no longer approved here)

    FRN 493199

    • Employed By (6 Jun 2018 to 29 Dec 2022)
  • MARKET STREET MORTGAGES LIMITED (no longer approved here)

    FRN 303565

    • CF1 Director (31 Oct 2004 to 24 Jan 2006)

Recent activity

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

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