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
The AthenaeumKimberley PlaceFalmouthCornwallTR11 3QLUNITED KINGDOM- Phone
- +4401326617160
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Amy Louise Stevens
IRN AXS00224
- (1)Employed By (since 27 Nov 2020)
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Andrew John Williams
IRN AJW00070
- (2)Employed By (5 Dec 2021 to 30 Apr 2025)
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Dean Michael James Stevens
IRN DMS01230
- (2)Employed By (since 14 Mar 2016)
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Elizabeth Jayne Rolland
IRN EJR01055
- (5)Employed By (since 16 Jun 2020)
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Kevin George Read
IRN KXR00212
- (1)Employed By (13 Jun 2022 to 3 Nov 2023)
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Lee Stuart Dearden
IRN LSD01016
- (3)Employed By (since 17 Dec 2025)
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Robert George Newlands
IRN RXN00231
- (4)Employed By (since 10 Feb 2024)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.