This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Chartered Wealth Management Ltd

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FRN: 503343
Last scraped: 2 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

The Clubhouse

The Barracks

400 Bolton Road

Bury

Lancashire

BL8 2DA

UNITED KINGDOM

Phone

+4408455944224

Web

https://www.charteredwealthmanagement.co.uk

Approved individuals

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

Anthony James Robinson
IRN AJR01159
- Employed By (11 Dec 2014 to 30 Aug 2016)
David Spencer
IRN DXS00212
- Employed By (14 Jul 2009 to 30 Aug 2016)
Mark Philip Stanbury
IRN MPS00047
- Employed By (14 Jul 2009 to 30 Aug 2016)
Paula Lisa Eardley
IRN PLE00009
- Employed By (2 Jan 2013 to 30 Aug 2016)
Steven Anthony Andrew Hall
IRN SAH01134
- Employed By (20 Jul 2009 to 30 Aug 2016)

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.