- Member – The Law Society of England and Wales
- Fellow – Personal Finance Society
- Member – Institute of Financial Planning
- Member – Chartered Insurance Institute (CII)
- Member – CFA Society of the UK
- Chartered Member – Chartered Institute for Securities & Investment (Chartered MCSI)
The Solicitors Regulation Authority (SRA) is the independent regulatory body of the Law Society. Under the Solicitors Act 1974 Philip is entitled to practise as a solicitor and held a Practising Certificate issued by the SRA from 18th December 2015 to to 31st October 2016 – Philip’s SRA Number is 362390.
Private Office Asset Management Limited is Authorised and Regulated by the Financial Conduct Authority (FCA). The Firm’s FCA Number is 650696. Philip is personally FCA Authorised for Controlled Functions CF1 Director and CF30* Customer Function – Philip’s FCA Individual Reference Number is PAS00058.
*CF30 – Authorised to advise clients (including managing portfolios).