Bushell Holt Wealth Management Limited

FRN: 912293
Companies House: 12052654
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

Forrest House

33 The Cross

Lymm

Warrington

WA13 0HR

UNITED KINGDOM

Phone

+4401942887851

Web

https://www.bhwml.co.uk

Approved individuals

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

Amy Victoria Precious
IRN AVP01035
- Employed By (28 Aug 2019 to 31 Oct 2023)
Christopher John Bibby
IRN CJB01483
- Employed By (3 May 2022 to 21 Aug 2023)
Karen Jane Bushell
IRN KJB00034
- Employed By (since 28 Aug 2019)
Leanne Michelle Jones
IRN LXM00277
- Employed By (since 5 May 2021)
Shaun Anthony Holt
IRN SAH00018
- Employed By (since 21 Aug 2019)
Shery Naguib Ibraheim
IRN SXI07263
- Employed By (28 Aug 2019 to 14 May 2021)

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.