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.

Circle Wealth Partners Ltd

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FRN: 528715
Last scraped: 2 weeks ago

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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

Approved individuals

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

Anthony John Edwards
IRN AJE01134
- Employed By (16 Dec 2016 to 31 Mar 2017)
Emma Louise Wright
IRN EXW11842
- Employed By (28 Feb 2019 to 28 Sep 2020)
Kevin Mark Shaw
IRN KMS01085
- Employed By (3 Aug 2010 to 5 Jan 2021)
Matthew David Stuart Parker
IRN MDP01116
- Employed By (3 Dec 2014 to 5 Jan 2021)
Robert Lye
IRN RXL01787
- Employed By (11 Jan 2018 to 10 May 2024)

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.