This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Beaulieu Wealth Management Ltd

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FRN: 501479
Last scraped: 2 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

23 Robjohns Road

Widford Industrial Estate

Chelmsford

Essex

CM1 3AG

UNITED KINGDOM

Phone

+441279444064

Web

https://www.bwmltd.org

Approved individuals

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

Paul Jones
IRN PCJ01039
- Employed By (13 Aug 2018 to 2 May 2023)
Paul Joseph Smith
IRN PJS00087
- Employed By (11 Jun 2018 to 7 Aug 2019)
Robert James Anderson
IRN RJA00045
- Employed By (12 Jul 2012 to 20 Apr 2015)
Samantha Challis
IRN SEE01020
- Employed By (8 Sep 2016 to 24 Nov 2016)
Simon Peter Gallant
IRN SPG01082
- Employed By (8 Aug 2013 to 22 Mar 2024)
Terence Fisher
IRN TPF00003
- Employed By (11 Oct 2010 to 25 May 2022)
Vincent Paul Fabbri
IRN VPF00001
- Employed By (2 Oct 2012 to 1 Mar 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.