Phillip Trevarrow

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.

  • QUILTER FINANCIAL SERVICES LIMITED

    FRN 440703

    • 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 9 Dec 2019)
    • CF1 Director (AR) (since 5 Jan 2016)
    • CF30 Customer (since 5 Jan 2016)
    • CF30 Customer (11 Dec 2007 to 22 Jun 2015)
    • CF1 Director (AR) (13 Apr 2007 to 22 Jun 2015)
  • Quilter Mortgage Planning Limited

    FRN 440718

    • CF1 Director (AR) (since 5 Jan 2016)
    • CF1 Director (AR) (13 Apr 2007 to 22 Jun 2015)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF30 Customer (5 Mar 2015 to 29 Feb 2016)
    • CF1 Director (AR) (5 Mar 2015 to 29 Feb 2016)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF22 Investment Adviser (Trainee) (21 Oct 2002 to 16 Dec 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 21 Oct 2002)

Recent activity

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

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