David Roberts & Partners Wealth Management LLP
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.
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Principal Place of Business
Unit 2D, 2nd Floor35-37 Charlotte HouseHoghton StreetSouthportSeftonPR9 0NSUNITED KINGDOM- Phone
- +4401704330999
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Andrew Charles Raoul Hamilton-Burke
IRN ACH01171
- Employed By (16 Mar 2012 to 29 May 2014)
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Garard Paul Taylor
IRN GPT01042
- Employed By (since 30 Mar 2007)
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John David Page
IRN JDP00026
- Employed By (12 Mar 2009 to 19 Jun 2018)
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Kevin Matthew John Quinn
IRN KMQ01002
- Employed By (11 Feb 2013 to 3 Apr 2017)
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Michael Joseph Taylor
IRN MJT01281
- Employed By (since 22 Jun 2017)
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Paul Stephen Cain
IRN PSC00010
- Employed By (21 Sep 2017 to 14 Apr 2019)
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Peter Morgan
IRN PXM00190
- Employed By (24 Sep 2014 to 25 Jan 2016)
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Philip Ian Halsall
IRN PIH01007
- Employed By (31 Jan 2007 to 8 Dec 2019)
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Philip James Blakeley
IRN PJB01564
- Employed By (since 15 Feb 2018)
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Stuart Thomas Bennett
IRN STB01066
- Employed By (10 Jun 2009 to 22 Aug 2013)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.