Davies Wealth Management Ltd

FRN: 415072
Companies House: 07167454
Last scraped: 1 day 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

Bridesmead

Shipton Lane

Burton Bradstock

Bridport

Dorset

DT6 4NQ

UNITED KINGDOM

Phone

+4401308898781

Web

https://kevindavieswm.co.uk

Approved individuals

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

Alison Mary Davies
IRN AMD01177
- Employed By (since 14 May 2010)
Angela Jane Temple
IRN AJT01215
- Employed By (14 Feb 2006 to 30 Jun 2008)
Caroline Louise Willey
IRN CLW01058
- Employed By (since 9 Jun 2020)
Connor Macdonald Diplock
IRN CXD00540
- Employed By (since 12 Mar 2024)
Kevin Davies
IRN KXD00002
- Employed By (since 8 Dec 2004)
Marcus James Dunk
IRN MJD01452
- Employed By (16 Aug 2017 to 5 Aug 2019)
Richard Michael Davies
IRN RXD00240
- Employed By (since 7 Jan 2022)
Robert James Davies
IRN RJD01206
- Employed By (since 19 May 2011)

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.