Casterdon Financial Planning Ltd

FRN: 541861
Companies House: 07998199
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

Church Street

Armthorpe

Doncaster

South Yorkshire

DN3 3AG

UNITED KINGDOM

Phone

+4407713572665

Web

https://partnership.sjp.co.uk/partner/michaelsavage

Approved individuals

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

David James Yeardley
IRN DXY28078
- Employed By (31 Jan 2020 to 16 Jun 2023)
Deborah Savage
IRN DXS02266
- Employed By (since 9 May 2012)
Michael Christopher Savage
IRN MCS00053
- Employed By (since 24 Feb 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.