Phillip James Bonser

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Capital Planning Partners (Holdings) Ltd

    FRN 1030521

    • Employed By (since 28 May 2025)
  • St. James's Place Wealth Management Plc

    FRN 195351

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 4 May 2021)
    • CF30 Customer (since 19 Jan 2021)
  • Capital Planning Partners Ltd (no longer approved here)

    FRN 587076

    • Employed By (22 Dec 2022 to 23 Jun 2025)
  • Daniel Burns (no longer approved here)

    FRN 596450

    • Employed By (19 Jan 2021 to 30 Dec 2022)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (5 Sep 2012 to 23 Jan 2013)
    • CF22 Investment Adviser (Trainee) (12 Apr 2006 to 20 Oct 2006)

Recent activity

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

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