Finlay Wealth Management LLP
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
212-218 Upper Newtownards RoadBelfastCounty AntrimBT4 3ETUNITED KINGDOM- Phone
- +4402890672359
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Andrew David Gordon
IRN ADG01071
- (6)Employed By (21 Dec 2017 to 29 Mar 2019)
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AnnMarie Burke
IRN AXB21421
- (5)Employed By (since 15 Apr 2026)
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Christopher Patrick Joseph McKeating
IRN CXM00646
- (4)Employed By (5 Jul 2025 to 17 Apr 2026)
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Edward Jack Gildea
IRN EXG00252
- (6)Employed By (since 27 Sep 2024)
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Gerald Lindsay Stanley
IRN GLS00006
- (2)Employed By (since 11 Aug 2015)
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Jonathan Finlay Private Wealth Limited
IRN JXL00946
- (1)Employed By (since 31 Jul 2025)
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Jonathan James Finlay
IRN JJF00006
- (3)Employed By (since 21 Nov 2011)
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Julie McCrea
IRN JXM02303
- (1)Employed By (27 Oct 2016 to 20 Jun 2018)
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Patricia Mary McKillop
IRN PMM01136
- (5)Employed By (17 Oct 2018 to 29 Dec 2023)
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Robert Albert Forster
IRN RAF00019
- (2)Employed By (21 Nov 2011 to 7 Jan 2015)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.