Insurance & Financial Services Ltd
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
44c East StreetWimborneBH21 1DXUNITED KINGDOM- Phone
- +4401202246291
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Chloe Parmiter
IRN CXP00506
- (1)Employed By (3 Mar 2023 to 22 Apr 2024)
-
Christina Louise Douglas
IRN CXD01886
- (2)Employed By (5 May 2023 to 31 Oct 2025)
-
Henry Thomas James Castledine
IRN HXC00059
- (2)Employed By (since 26 Jan 2021)
-
Jason Peter Coleman
IRN JPC01136
- (1)Employed By (since 10 Dec 2007)
- (3)Employed By (15 Aug 2005 to 30 Nov 2007)
-
Paul John Tompkins
IRN PJT00008
- (4)Employed By (21 Feb 2025 to 5 Feb 2026)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.