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.

Citri Wealth Management Ltd

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FRN: 514997
Last scraped: 3 weeks ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

1 Bankside

The Watermark

Gateshead

Tyne and Wear

NE11 9SY

UNITED KINGDOM

Phone

+4401914932888

Approved individuals

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

Paul Robert William Crawford
IRN PRC01104
- Employed By (24 Feb 2010 to 23 Feb 2011)
Roger Graham West
IRN RGW01103
- Employed By (18 May 2010 to 12 Jul 2010)
Suraj Kumar Dhunna
IRN SKD01027
- Employed By (2 Jul 2010 to 26 Jan 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.