Allocate Wealth Management LTD
This firm operates as an appointed representative of M&G ADVICE PARTNERS LIMITED. 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.
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Principal Place of Business
3 Easterton BuildingsGreenbank RoadPerthPerth & KinrossPH2 9NWUNITED KINGDOM- Phone
- +447522878702
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Amy Gornall
IRN AXG01033
- (1)Employed By (since 25 Apr 2025)
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Fraser Martin
IRN FXM00197
- (3)Employed By (since 20 Jul 2022)
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Grant Stewart Martin
IRN GXM00832
- (2)Employed By (since 8 Apr 2026)
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Susan Martin
IRN SXM00170
- (1)Employed By (6 Nov 2020 to 2 Jan 2025)
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3)Employed By
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controlled function added: (2)Employed By
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controlled function added: (1)Employed By
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controlled function added: (1)Employed By
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controlled function removed: Employed By
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controlled function removed: Employed By
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controlled function removed: Employed By
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controlled function removed: Employed By