Phillip Graham Instone

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.

  • Fairstone Financial Management Limited

    FRN 475973

    • 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] Client dealing (since 7 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Jan 2025)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • CF30 Customer (27 Nov 2012 to 1 Nov 2017)
  • Honister Partners Ltd (no longer approved here)

    FRN 502699

    • Employed By (28 Jun 2011 to 2 Jul 2012)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 13 Jun 2011)
    • CF22 Investment Adviser (Trainee) (14 Sep 2007 to 31 Oct 2007)

Recent activity

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

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