Jeremy Davies Wealth Management LLP

FRN: 571595
Companies House: OC376539
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

Ridge Acre

Hook Heath Road

Woking

Surrey

GU22 0LE

UNITED KINGDOM

Phone

+4407960147535

Web

https://www.jeremydavieswm.co.uk

Approved individuals

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

. The Davies Family Company Limited
IRN XXT01133
- (1)Employed By (22 Nov 2012 to 26 Jun 2019)
Benjamin Tomas Lopez
IRN BTL00013
- (3)Employed By (since 18 Feb 2020)
Jeremy David Davies
IRN JDD01091
- (2)Employed By (since 6 Jan 2012)
Katrina Davies
IRN KXD01352
- (1)Employed By (since 1 Nov 2012)
Natasha Nair
IRN NXS01554
- (2)Employed By (24 Jan 2017 to 19 Jul 2017)

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.