Bowbrook Financial Planners Ltd

FRN: 937672
Companies House: 12816788
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

2a Sherbrook House

Swan Road

Lichfield

Staffordshire

WS13 6TU

UNITED KINGDOM

Phone

+4401543399940

Web

https://www.bowbrookfp.co.uk

Approved individuals

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

Gregory James Palethorpe
IRN GJP01141
- Employed By (since 20 Nov 2020)
Ian Rodgers
IRN IMR00008
- Employed By (since 11 Feb 2021)
Sarah Ann Sherlock
IRN SXY00114
- Employed By (since 16 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.