Philip William Wise

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.

  • ValidPath Limited

    FRN 197107

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 5 May 2021)
    • CF1 Director (AR) (since 4 May 2021)
    • CF30 Customer (since 4 May 2021)
  • Sussex Retirement Planning Limited

    FRN 947945

    • (3)Employed By (since 4 May 2021)
  • INFORMED CHOICE LIMITED (no longer approved here)

    FRN 171077

    • SMF3 Executive Director (9 Dec 2019 to 30 Apr 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2021)
    • CF30 Customer (20 Nov 2018 to 8 Dec 2019)
    • CF1 Director (20 Nov 2018 to 8 Dec 2019)
  • Shackleton Advisers Limited (no longer approved here)

    FRN 163291

    • CF30 Customer (3 Nov 2016 to 12 Nov 2018)

Recent activity

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

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