Cleeve FP Limited

FRN: 1018762
Companies House: 15871617
Last scraped: 3 days 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

Knightwood Court

Mead Road

Stoke Gifford

Bristol

South Gloucestershire

BS34 8PS

UNITED KINGDOM

Phone

+4401174407869

Web

https://cleevefinancialplanning.co.uk

Approved individuals

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

Benjamin Ashley Thomas Wilson
IRN BXW19209
- Employed By (since 15 Oct 2024)
Hannah Louise Lake
IRN HXL00267
- Employed By (since 9 Mar 2026)
Kieran Anthony O'Connor
IRN OXK01074
- Employed By (since 15 Oct 2024)
Thomas David Alexander Williams
IRN TDW01048
- Employed By (since 15 Oct 2024)
Timothy Patrick O'Loughlin
IRN TPO01011
- Employed By (since 8 Oct 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.