David James Wealth Limited
This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
1st FloorNorthumberland House303-306 High HolbornLondonWC1V 7JZUNITED KINGDOM- Phone
- +442070140186
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Andrew Charles Lawrence
IRN AXL00175
- Employed By (18 Sep 2023 to 18 Mar 2024)
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Charlotte Amy Evans
IRN CXE00223
- Employed By (23 Jun 2024 to 9 Mar 2026)
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Christopher George Allen
IRN CXA20393
- Employed By (18 Sep 2019 to 24 Jan 2020)
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David John Cresswell
IRN DJC01349
- Employed By (22 Feb 2017 to 17 Jul 2023)
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James Nicholas Wallis Reiss
IRN JNR01056
- Employed By (since 22 Feb 2017)
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James Robert Wallace
IRN JXW76880
- Employed By (27 Apr 2020 to 26 Nov 2021)
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Kelsey Lorraine O'Brien
IRN KLS01065
- Employed By (21 Mar 2018 to 14 Mar 2019)
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Kevin Oscar Kennard
IRN KOK01000
- Employed By (since 18 Jun 2021)
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Lucy Atthis
IRN LMA01043
- Employed By (since 21 Sep 2022)
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Naomi Ellen Cross
IRN NXC00318
- Employed By (since 12 Feb 2024)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.