Fortem Financial Management Limited

FRN: 773709
Companies House: 10651419
Last scraped: 1 day ago

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.

Principal Place of Business

Unit 7 Faraday Court

Rankine Road

Basingstoke

RG24 8PF

UNITED KINGDOM

Phone

+4401256634650

Web

https://www.fortemfm.co.uk

Approved individuals

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

Alex David MacIntyre
IRN ADM01166
- (2)Employed By (20 Mar 2017 to 19 Apr 2022)
Frederick Francieco Gayle
IRN FXG00009
- (3)Employed By (7 Apr 2022 to 31 May 2024)
Kevin David White
IRN KDW01033
- (2)Employed By (since 16 Mar 2017)
Shannon Marie White
IRN SXL00609
- (1)Employed By (since 5 Jun 2023)
Thomas Oliver Greenwood
IRN TXG00337
- (3)Employed By (since 15 Dec 2025)
Timothy David Llewellyn Davies
IRN TDD01019
- (1)Employed By (21 Jan 2021 to 10 Jul 2024)

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.