Phillip Anthony Thomas

• True Potential Wealth Management LLP

  FRN 529810

  • [FCA CF] Client dealing (since 13 Jun 2023)
  • [FCA CF] Manager of certification employee (27 Oct 2023 to 24 Oct 2024)
  • [FCA CF] Functions requiring qualifications (13 Jun 2023 to 24 Oct 2024)
• TenetConnect Limited (no longer approved here)

  FRN 149826

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2023)
  • CF30 Customer (31 Jan 2017 to 14 Jun 2023)
• Finance Planning Wealth Management Limited (no longer approved here)

  FRN 673741

  • Employed By (31 Jan 2017 to 14 Jun 2023)
• Legal and General Assurance Society Limited (no longer approved here)

  FRN 117659

  • CF30 Customer (1 Nov 2007 to 12 Feb 2013)
  • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
• Legal & General (Unit Trust Managers) Limited (no longer approved here)

  FRN 119273

  • CF30 Customer (1 Nov 2007 to 1 Nov 2007)
  • CF22 Investment Adviser (Trainee) (17 Sep 2007 to 31 Oct 2007)
• NATIONAL FARMERS UNION MUTUAL INSURANCE SOCIETY LIMITED(THE) (no longer approved here)

  FRN 117664

  • CF21 Investment Adviser (1 Dec 2001 to 9 Sep 2005)
• N.F.U. Mutual Unit Managers Limited (no longer approved here)

  FRN 121922

  • CF21 Investment Adviser (1 Dec 2001 to 9 Sep 2005)

No changes recorded yet.