Bluewater Financial Planning Limited

FRN: 542284
Companies House: NI044959
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

Office 2, Innovation House

Down Business Centre

46 Belfast Road

Down Patrick

BT30 9UP

NORTHERN IRELAND

Phone

+4402890244288

Web

https://www.bluewaterfinancial.co.uk

Approved individuals

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

David Walter Boyd Martin
IRN DWM00002
- Employed By (30 Mar 2017 to 31 Dec 2021)
Lorcan Adair Heenan
IRN LXH00377
- Employed By (27 Jun 2022 to 19 Sep 2023)
Mark John Henry Burns
IRN MJB01438
- Employed By (since 9 Mar 2011)

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.