Bespoke Financial Guidance Ltd

FRN: 502836
Companies House: 06888172
Last scraped: 2 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

7 Oaktree Place

Manaton Close

Matford Business Park

Exeter

Devon

EX2 8WA

UNITED KINGDOM

Phone

+441392829340

Approved individuals

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

Matthew Gregory Tonkin
IRN MXT06570
- Employed By (13 Jan 2020 to 31 Dec 2020)
Matthew Ling
IRN MXL02043
- Employed By (since 31 Jan 2017)
Paul Merrigan
IRN PXM00163
- Employed By (6 Jan 2023 to 27 Apr 2023)
Richard Alexander Parker
IRN RXP22185
- Employed By (6 Nov 2019 to 15 Mar 2021)
Rodney Michael Atkins
IRN RMA00018
- Employed By (24 Jul 2009 to 16 Apr 2015)
Sarah Louise Collins
IRN SLJ01051
- Employed By (since 2 Dec 2024)
Scott Ashley Lavis
IRN SAL00032
- Employed By (since 30 Jun 2009)

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.