GDT Wealth Management Limited

FRN: 605978
Companies House: 09107134
Last scraped: 21 hours 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

1624 Parkway

Whiteley

Fareham

Hampshire

PO15 7AH

UNITED KINGDOM

Phone

+4401489660610

Web

https://www.gdtwealthmanagement.co.uk

Approved individuals

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

Gary Taylor
IRN GXT00032
- (2)Employed By (since 19 Aug 2013)
Paul John Tompkins
IRN PJT00008
- (2)Employed By (2 Jul 2018 to 24 Feb 2025)
Perry Laurence Whitmarsh
IRN PXW00438
- (1)Employed By (9 Sep 2024 to 24 Apr 2026)
William Gilbert
IRN WXG83124
- (3)Employed By (since 2 Oct 2023)
Zoe Fiona Taylor
IRN ZFT01000
- (1)Employed By (since 19 Aug 2014)

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.