Forbes Financial 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
Leap HouseFrog LaneTunbridge WellsKentTN1 1YTUNITED KINGDOM- Phone
- +4401892527494
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Alex Christopher Stedman
IRN AXS15787
- (5)Employed By (6 Jun 2019 to 3 Apr 2020)
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Calvin John Montford Bebb
IRN CJB01247
- (4)Employed By (2 Feb 2021 to 18 Mar 2022)
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Christopher Jon Regan
IRN CJR00022
- (4)Employed By (since 14 Oct 2024)
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Matthew Alexander Forbes
IRN MXF00054
- (1)Employed By (since 4 Apr 2008)
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Natalie Alicia Forbes
IRN NAA01035
- (1)Employed By (21 Jan 2010 to 8 Jul 2010)
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Nicholas Robert Perry
IRN NRP01020
- (2)Employed By (15 Jun 2017 to 28 Feb 2020)
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Shannon Jane Woollard
IRN SXW00945
- (3)Employed By (since 13 Nov 2024)
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Tobias Christian Apted Thiessen Freeman
IRN TXF00096
- (3)Employed By (30 Jan 2023 to 20 Feb 2025)
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Zoe Lesley Mountier
IRN ZXD01019
- (2)Employed By (since 10 Jun 2025)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.