Elegant Wealth Management Ltd

FRN: 845578
Companies House: 08357501
Last scraped: 1 day ago

This firm operates as an appointed representative of 2 Plan Wealth Management Limited. 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

Pera Business Park

Nottingham Road

Melton Mowbray

Leicestershire

LE13 0PB

UNITED KINGDOM

Phone

+4401664434539

Approved individuals

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

Catherine Eley-Gaunt
IRN CJE00035
- (1)Employed By (since 11 Jul 2019)
Daniella Maria Harper
IRN DXH00672
- (1)Employed By (28 Mar 2023 to 7 May 2024)
Selina Donald
IRN SXD30139
- (2)Employed By (24 Feb 2020 to 19 Mar 2021)

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.