Concept Wealth Limited

FRN: 935289
Companies House: 12871098
Last scraped: 2 weeks ago

This firm operates as an appointed representative of Best Practice IFA Group Limited. 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

Office 2

Rutledge Mews

1 Southbourne Road

Sheffield

South Yorkshire

S10 2QN

UNITED KINGDOM

Phone

+4401143991645

Web

https://www.conceptwealth.co.uk

Approved individuals

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

Mark John Matthew Jones
IRN MJJ01067
- Employed By (4 Nov 2020 to 4 Apr 2023)
Matthew Ian Daughtrey
IRN MID00006
- Employed By (since 11 Nov 2020)
Robert Ian Mitchell
IRN RIM00001
- Employed By (since 17 Nov 2020)
Simon Megson
IRN SXM03166
- Employed By (28 Mar 2023 to 4 Apr 2023)

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.