This firm is no longer registered as an appointed representative.
It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Montague Court21-25 London RoadNewburyBerkshireRG14 1JLUNITED KINGDOM- Phone
- +4401635582424
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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. Heritage Keeper Wealth Management Ltd
IRN XXH01109
- (1)Employed By (9 Apr 2013 to 21 Jul 2015)
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Alexander George Heywood
IRN AGH00022
- (11)Employed By (10 May 2007 to 8 Oct 2007)
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Andrew Justin Browning
IRN AJB01672
- (6)Employed By (14 Jan 2009 to 2 Nov 2009)
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Caroline Coldrey
IRN CXC01915
- (3)Employed By (28 Dec 2012 to 3 Jan 2018)
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Christopher James Lynch
IRN CJL00033
- (5)Employed By (10 Jan 2008 to 31 Aug 2010)
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Edward Grant Piers Trehearne
IRN EGT01011
- (10)Employed By (22 Dec 2004 to 30 Nov 2005)
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Elizabeth Jane Hargreaves
IRN EJH01112
- (8)Employed By (24 Jan 2017 to 3 Jan 2018)
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John Benjamin Baggerman
IRN JBB01086
- (9)Employed By (27 Jan 2011 to 7 May 2015)
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John Gregory West
IRN JGW01051
- (4)Employed By (16 Feb 2005 to 13 May 2005)
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Mark Jeremy Coldrey
IRN MJC00095
- (2)Employed By (8 Oct 2004 to 3 Jan 2018)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.