Cooper Associates Wealth Management Ltd

FRN: 514008
Companies House: 06890675
Last scraped: 2 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

40 St James Buildings

St James Street

Taunton

Somerset

TA1 1JR

UNITED KINGDOM

Phone

+4401823273130

Web

https://thecooperway.com/wealth-management/

Approved individuals

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

Thomas Richard Foley
IRN TXF00171
- Employed By (since 17 Oct 2024)
Tim Groenewald
IRN TXG00155
- Employed By (since 26 Jan 2022)
William Matthew Paul Weatherill
IRN WXW00071
- Employed By (since 13 Jan 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.