Phillip Harrison

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.

  • Phillip Harrison

    FRN 507691

    • (1)Employed By (since 18 Jan 2024)
    • (1)Employed By (13 Oct 2009 to 2 Jul 2012)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 15 Jan 2024)
    • CF30 Customer (since 6 Nov 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Jan 2024)
    • CF30 Customer (31 Aug 2012 to 18 Jan 2024)
  • Aspire Financial Management Ltd (no longer approved here)

    FRN 568595

    • Employed By (15 Apr 2015 to 7 Oct 2019)
  • Future Financial Management (no longer approved here)

    FRN 200183

    • (4)Employed By (15 Oct 2009 to 15 Oct 2009)

Recent activity

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

  1. controlled function removed: Employed By at Phillip Harrison

  2. controlled function added: (1)Employed By at Phillip Harrison