Daniel Green Wealth Management Limited

FRN: 665072
Companies House: 10833872
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

Unit 2

Holts Court

Threshers Bush

Harlow

Essex

CM17 0NS

UNITED KINGDOM

Phone

+4401279898890

Web

https://www.danielgreenwm.co.uk

Approved individuals

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

Adelle Clare Green
IRN ACG01129
- Employed By (since 10 Oct 2017)
Daniel Thomas Miller Green
IRN DXG01762
- Employed By (since 22 Jan 2015)
Ryan John Edgar Eaton
IRN RXE00094
- Employed By (29 Dec 2021 to 30 May 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.