Company Information

Get to know philip potter & associates ltd

Established in 1989, Philip Potter & Associates Ltd is a firm of Independent Financial Advisers (IFAs) based in the South West of England. The company provides a range of financial planning and advisory services to both individual and corporate clients. Their core mission is to offer unbiased, professional advice on areas including investments, pensions and retirement planning, mortgages, and financial protection. As an independent firm, they are not tied to any single provider, allowing them to recommend products from the whole of the market. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

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Financial Financial AdvisementPRIMARY
Financial Other Service

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philip potter & associates ltd

United Kingdom

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.