Circle Wealth Partners Limited

FRN: 935183
Companies House: 12860069
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

Chancery House

30 St. Johns Road

Woking

Surrey

GU21 7SA

UNITED KINGDOM

Phone

+4401483729122

Web

https://www.circlewealth.co.uk

Approved individuals

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

Praneesh Paresh Mehta
IRN PXM00437
- Employed By (since 4 Nov 2025)
Robert Lye
IRN RXL01787
- Employed By (1 Oct 2020 to 10 May 2024)
Saagar Patel
IRN SXP01079
- Employed By (since 2 Jun 2025)
Thomas Hugh Richardson
IRN TXR07026
- Employed By (since 3 Nov 2025)
Thomas Michael Dawkes
IRN TXD00162
- Employed By (since 2 Feb 2022)
Thomas William Hall
IRN TWH00002
- Employed By (since 7 Mar 2022)

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.