Avocet Wealth Partnership Ltd

FRN: 943481
Companies House: 13074485
Last scraped: 3 weeks ago

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

55 The Parade

Exmouth

Devon

EX8 1RD

UNITED KINGDOM

Phone

+4401395222310

Web

https://www.avocetwealth.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Andrea Crook
IRN AXC02389
- Employed By (since 31 Jan 2022)
Carolyn Roper
IRN CXR00305
- Employed By (since 25 Jan 2022)
Emma Louise Wilson
IRN ELB00020
- Employed By (5 Oct 2023 to 7 May 2024)
Ian Jon Crook
IRN IJC01022
- Employed By (since 28 Jan 2021)
Lee Iain Kirk
IRN LXK00114
- Employed By (26 Apr 2023 to 20 Sep 2024)
William Simon Hunter Roper
IRN WXR06941
- Employed By (since 28 Jan 2021)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.