This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Merevale House27 Sansome WalkWorcesterWorcestershireWR1 1NUUNITED KINGDOM- Phone
- +44190526565
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Adrian Dean Yates
IRN ADY00001
- (1)Employed By (since 3 Apr 2008)
-
Holly Clare Searle
IRN HXS00372
- (3)Employed By (since 11 Apr 2023)
-
Stephanie Potts
IRN SXD02019
- (2)Employed By (since 13 Dec 2025)
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (3)Employed By
-
controlled function added: (2)Employed By
-
controlled function added: (1)Employed By
-
controlled function removed: Employed By
-
controlled function removed: Employed By
-
controlled function removed: Employed By