Concise Wealth Management Ltd

FRN: 528227
Companies House: 07287601
Last scraped: 2 days ago

This firm operates as an appointed representative of Vision Independent Financial Planning Ltd. 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

Wealth and Business Centre

123 Torquay Road

Paignton

Devon

TQ3 2SG

UNITED KINGDOM

Phone

+4401803551999

Web

https://www.concisewealth.com

Approved individuals

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

Alison Cockburn
IRN AXC00760
- Employed By (9 May 2022 to 31 Jan 2023)
Louise Worden
IRN LXW01216
- Employed By (since 29 Jul 2010)

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.