Bevan Associates

FRN: 402150
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

Tithe Barn

Wilton Farm

Little Marlow

Buckinghamshire

SL7 3RR

UNITED KINGDOM

Phone

+4401628474192

Web

https://jacquibevan.co.uk

Approved individuals

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

Jacqueline Bevan
IRN JXB00216
- Employed By (since 28 Sep 2004)
Simon Redgewell
IRN SXR01775
- Employed By (9 May 2022 to 30 Sep 2022)
Tracey Michelle Bishop
IRN TMC00020
- Employed By (28 Sep 2004 to 14 Feb 2006)

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.