Claremont Financial Planning Limited

FRN: 182326
Companies House: 03794947
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

71 Main Street

Broughton Astley

Leicester

Leicestershire

LE9 6RE

UNITED KINGDOM

Phone

+4401455286800

Web

http://www.sjpp.co.uk/cfp

Approved individuals

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

Declan John Kiely
IRN DJK01146
- Employed By (10 Sep 2018 to 20 Jun 2022)
John Francis Kiely
IRN JFK00002
- Employed By (since 19 Jan 2015)
- Employed By (11 Jul 2006 to 24 Oct 2006)
Suzanne Kiely
IRN SXK00024
- Employed By (1 Oct 1998 to 28 Jun 2005)

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.