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Oliver Phillips

Oliver has up to 16 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD11 - Pension transfer specialist
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
TenetConnect Limited15/06/2010 to 30/09/2021
Lothbury Pendil Financial Services Ltd15/06/2010 to 30/09/2021
Trevor Downing Financial Management (IFA) Limited09/07/2009 to 30/06/2010
Sage Financial Services Limited23/06/2009 to 09/09/2009
Honister Partners Ltd23/06/2009 to 09/09/2009
Bates Investment Services Ltd08/11/2007 to 22/06/2009
My Pension Expert