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.

Colegate Wealth Management LLP

Watch for changes

FRN: 594364
Last scraped: 2 days ago

Watch for changes

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

52 Colegate

Norwich

Norfolk

NR3 1DD

UNITED KINGDOM

Phone

+4401376501947

Approved individuals

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

David Charles Cordle
IRN DCC00001
- Employed By (28 Jan 2013 to 7 Oct 2019)
Graham Keith Turner
IRN GKT00001
- Employed By (7 Feb 2013 to 7 Oct 2019)
Robert John Cologne
IRN RJC00090
- Employed By (12 Aug 2013 to 29 Sep 2017)
Stephen Roger Addy
IRN SRA00038
- Employed By (17 Sep 2015 to 31 Oct 2016)

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.