DWM Financial Planning Ltd
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
John Smith Business Centre1 Begg RoadKirkcaldyFifeKY2 6HDUNITED KINGDOM- Phone
- +4401592724200
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Alexander Martin
IRN AXM00587
- (3)Employed By (23 May 2022 to 30 Jan 2026)
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Gary Robertson Walsh
IRN GXW77424
- (4)Employed By (5 May 2020 to 28 Feb 2025)
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Kelly Ann Devlin
IRN KAK01018
- (4)Employed By (since 26 Sep 2022)
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Kevin William Grant
IRN KXG00367
- (3)Employed By (since 4 Apr 2025)
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Mary Taylor Forrester Dick
IRN MTD00013
- (2)Employed By (17 Mar 2017 to 5 Apr 2024)
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Russell Alexander Balfour Todd
IRN RAT00008
- (1)Employed By (15 Jun 2017 to 28 Oct 2022)
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Vicky Cusick Menzies
IRN VCM01016
- (2)Employed By (since 16 Mar 2017)
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William McSkimming
IRN WXM00022
- (1)Employed By (since 17 Mar 2017)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.