Greensward Financial Planning Limited

FRN: 445918
Companies House: 15499810
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

Estate House

143 Connaught Avenue

Frinton-on-Sea

Essex

CO13 9AB

UNITED KINGDOM

Phone

+4401206323821

Web

https://www.greenswardfp.co.uk

Approved individuals

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

Andrew John Murray
IRN AJM00061
- (1)Employed By (since 19 Dec 2005)
Liam Richard Wilson
IRN LXW00081
- (2)Employed By (since 26 Jan 2023)
Michael Nicolas Bikhazi
IRN MNB00002
- (1)Employed By (19 Dec 2018 to 28 Jun 2019)
Peter Alan Williams
IRN PXW00283
- (3)Employed By (since 24 May 2022)
Ross Colin McAuley
IRN RCM01143
- (4)Employed By (since 27 Jun 2018)

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.