Phillip Palmer

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.

  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (27 Apr 2023 to 3 Oct 2025)
    • CF30 Customer (16 Nov 2022 to 3 Oct 2025)
    • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 27 Apr 2023)
    • [FCA CF] Client dealing (12 Oct 2022 to 27 Apr 2023)
  • Barlow Financial Limited (no longer approved here)

    FRN 986048

    • Employed By (16 Nov 2022 to 3 Oct 2025)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (10 Feb 2021 to 11 Oct 2022)
    • CF30 Customer (25 Jan 2021 to 11 Oct 2022)
  • Barlow Financial Services Ltd (no longer approved here)

    FRN 940472

    • Employed By (25 Jan 2021 to 11 Oct 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (8 Feb 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (30 Oct 2006 to 8 Feb 2007)
  • ABERDEEN PLATFORM LIMITED (no longer approved here)

    FRN 188796

    • CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2002)

Recent activity

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

No changes recorded yet.