Boag Dolman Financial Planning Ltd

FRN: 649925
Companies House: 16190567
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

Pure Offices Ltd

4100 Park Approach

Thorpe Park

Leeds

LS15 8GB

UNITED KINGDOM

Phone

+4401133930625

Web

https://www.boagenglandfp.co.uk

Approved individuals

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

David James Dolman
IRN DJD01237
- Employed By (since 8 Sep 2016)
Ian Charles Boag
IRN ICB00004
- Employed By (4 Dec 2014 to 24 Nov 2025)
Mathew Aaron Johnson
IRN MXJ00216
- Employed By (7 Jul 2021 to 26 Mar 2025)
Robert Edward Boag
IRN REB00009
- Responsible for Insurance Distribution (since 17 Sep 2022)
- Employed By (since 30 Oct 2014)
Soyfur Rahman
IRN SXR01431
- Employed By (30 Oct 2014 to 23 May 2016)
Suzanna Scampton
IRN SXR01984
- Employed By (30 Oct 2014 to 5 May 2023)

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.