This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
This firm operates as an appointed representative of Libertas Wealth Management Ltd. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Julie Mary Preston
IRN JMP01189
- (1)Employed By (18 Nov 2021 to 11 Aug 2023)
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Paul Robertson
IRN PXR00419
- (1)Employed By (since 5 Sep 2025)
- (2)Employed By (18 Oct 2024 to 15 Nov 2024)
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Philip Raodh Clerkin
IRN PRC00062
- (3)Employed By (2 Dec 2021 to 23 Oct 2024)
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Simon Philip Yates
IRN SXY01052
- (2)Employed By (since 7 Jan 2025)
- (4)Employed By (18 Oct 2024 to 15 Nov 2024)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.