Coulter Weir Wealth Management

FRN: 810760
Last scraped: 2 weeks 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

Unit 20

The Courtyard Business Park

Galgorm Castle

Ballymena

County Antrim

BT42 1HL

UNITED KINGDOM

Phone

+4402825632929

Web

https://www.coulterweir.co.uk

Approved individuals

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

Christopher Weir
IRN CXW01469
- Employed By (since 25 Jul 2018)
Paul James Sweeney
IRN PJS01459
- Employed By (12 Jan 2019 to 20 Feb 2026)
Richard Davis Clarke
IRN RDC00020
- Employed By (29 Apr 2019 to 9 Jan 2023)
Sarah Andrew
IRN SXA00426
- Employed By (since 7 Oct 2021)
Sheldon Coulter
IRN SXC01762
- Employed By (since 26 Jul 2018)

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.