JLT Wealth Management Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

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

Adrian John Kemp
IRN AJK00014
- CF8 Apportionment and Oversight (1 Dec 2001 to 14 Feb 2003)
- CF24 Pension Transfer Specialist (1 Dec 2001 to 14 Feb 2003)
- CF21 Investment Adviser (1 Dec 2001 to 14 Feb 2003)
- CF1 Director (1 Dec 2001 to 14 Feb 2003)
Alastair Bruce McIntosh
IRN ABM01033
- CF1 Director (10 Mar 2005 to 31 Mar 2009)
Alex Jeffreys Reeves
IRN AJR00045
- CF30 Customer (15 Jun 2018 to 8 Dec 2019)
Alexander James Bold
IRN AJB01682
- CF30 Customer (27 Apr 2019 to 8 Dec 2019)
Alistair Black Scott
IRN ABS00009
- CF30 Customer (13 Oct 2011 to 17 Feb 2014)
Andrew Dixon
IRN AXD01764
- CF30 Customer (12 Oct 2010 to 3 Dec 2010)
Andrew Hannan
IRN AXH00038
- CF30 Customer (16 Jun 2010 to 17 Nov 2011)
Andrew James Savage
IRN AJS00027
- CF30 Customer (18 Jun 2010 to 8 Dec 2019)
Andrew John French
IRN AJF01105
- CF10 Compliance Oversight (4 Nov 2013 to 31 Dec 2016)
Andrew Martin Power
IRN AMP00011
- CF30 Customer (18 Jun 2010 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Moneywise Publishing Limited (no longer appointed)
FRN 576343 · Appointed 18 May 2012 · Until 31 Dec 2014
Age UK Ltd (no longer appointed)
FRN 524630 · Appointed 17 May 2012 · Until 31 Dec 2014
SWAT Financial Planning Limited (no longer appointed)
FRN 224247 · Appointed 3 Feb 2005 · Until 31 Oct 2005

Updates to this firm's record on the FCA register.

No changes recorded yet.

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.