Glos & Wilts Financial Planning Limited

FRN: 953482

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.

Approved individuals

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

Alexander Ramsay Wilkie
IRN ARW00027
- (2)Employed By (25 Jun 2021 to 27 Mar 2026)
John James Peter Cook
IRN JXC01201
- (3)Employed By (9 Aug 2023 to 1 Sep 2025)
Jordan Toomer
IRN JXT02047
- (1)Employed By (since 25 Jun 2021)
Max Peter Wilkie
IRN MXW78702
- (1)Employed By (25 Jun 2021 to 31 Mar 2023)

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.