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Philip Meeks

Philip Meeks of Prime Wealth Solutions Ltd is based in Alfreton. Philip has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Pi Financial Ltd27/03/2014 to 27/02/2018
Fairstone Financial Management Limited01/05/2013 to 21/08/2014
PRM Financial Management Ltd04/03/2004 to 16/12/2013
Philip Robert Meeks27/01/2012 to 09/11/2013
Openwork Limited27/01/2012 to 09/11/2013
Ample (Holdings) Limited30/05/2006 to 21/12/2007
PRM Financial Management01/12/2001 to 07/10/2004
My Pension Expert