H-J Wealth Planning Limited

FRN: 518901
Companies House: 07501365
Last scraped: 6 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

Thirlmere

11 Ashley Court

Birmingham

Worcestershire

B45 8XB

UNITED KINGDOM

Phone

+4401214265558

Web

https://www.hjwealthplanning.co.uk

Approved individuals

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

Jack Lear
IRN JXL02273
- (4)Employed By (19 Feb 2019 to 12 Mar 2021)
Kelly Rebecca Ellis
IRN KRE01014
- (1)Employed By (3 Aug 2017 to 15 Oct 2018)
Kerry Holden-Jones
IRN KXH01540
- (1)Employed By (since 24 Mar 2011)
Matthew Alexander Holden-Jones
IRN MXH01953
- (2)Employed By (since 3 Mar 2010)
Nadia Johnstone-Smith
IRN NXS53573
- (2)Employed By (3 Sep 2021 to 3 Apr 2023)
Shannan Nicole Cox
IRN SXC24367
- (3)Employed By (16 Feb 2022 to 20 Feb 2023)
Simon Lyndon Ashley Carswell
IRN SXC01078
- (3)Employed By (since 18 Nov 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.