Anthony O'Toole
Phare Wealth LTD
Anthony O'Toole of Phare Wealth LTD is based in London.
Anthony has experience in a role requiring FCA regulated permissions.
Permitted, Regulator Controlled Functions:
- ✔[FCA CF] Client dealing
- ✔Appointed representative dealing with clients for which they require qualification
- ✔CF1 Director (AR)
- ✔CF30 Customer
- ✔Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
- ✔Personal recommendation on Securities (not SHP/PPP/Broker funds)
- ✔Personal recommendation on retail investments (not broker funds)
- ✔Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
- ✔Advising on P2P agreements
Previous Employment:
- Phare Financial Services Ltd
- 03/12/2019 to 03/08/2021
- Ablestoke Financial Planning LLP
- 21/03/2012 to 09/08/2019
- Ablestoke Ltd
- 05/02/2010 to 09/08/2019
- QUILTER FINANCIAL SERVICES LIMITED
- 15/05/2007 to 09/08/2019
- Perfect Day Consulting Limited
- 18/10/2005 to 03/01/2008
- Aviva Administration Limited
- 18/10/2005 to 17/01/2006
Anthony O'Toole is connected to:
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