Boote Financial Planning Ltd

FRN: 499781
Companies House: 06872152
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

9 Bath Mews

Bath Parade

Cheltenham

Gloucestershire

GL53 7HL

UNITED KINGDOM

Phone

+4401242210087

Web

https://www.bootefinancial.co.uk

Approved individuals

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

Daniel Brooke Boote
IRN DBB00005
- Employed By (since 29 Apr 2009)
Mark Oliver Norton
IRN MXN13452
- Employed By (4 Apr 2019 to 29 Jul 2021)
William Brooke Boote
IRN WXB00234
- Employed By (since 26 Mar 2026)

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.