Phillip Tozer

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.

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Jun 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Jun 2021)
    • CF30 Customer (15 Oct 2013 to 8 Dec 2019)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • CF30 Customer (19 Mar 2009 to 20 Dec 2013)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 7 Jul 2009)
    • CF21 Investment Adviser (23 Jul 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 23 Jul 2002)

Recent activity

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

No changes recorded yet.