Clearly Independent Financial Planning LTD
Investment and advice, Wealth/investment advisor
22 Clavering Walk, Bexhill-On-Sea, East Sussex, TN39 4TN
Summary
Clearly Independent Financial Planning LTD is a Bexhill-On-Sea-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mr Christopher Richard Philcox)
Role appointment: [FCA CF] Functions requiring qualifications (Mr Christopher Richard Philcox)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Christopher Richard Philcox
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Christopher Richard Philcox
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Christopher Richard Philcox
Responsible for Insurance Distribution
Mr Christopher Richard Philcox
The Chartered Insurance Institute (CII)
Mr Christopher Richard Philcox
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Christopher Richard Philcox
FAQ
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