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.

Mark Frederick Grayson Drummond-Brady
IRN MFD01027
- CF29 Significant management (12 Sep 2014 to 8 Dec 2019)
Mark Philip Perraton
IRN MPP00006
- CF30 Customer (14 Oct 2011 to 14 Sep 2012)
Mark Priestley
IRN MXP01439
- CF30 Customer (28 Nov 2011 to 22 Nov 2013)
Mark Richard Taylor
IRN MRT00021
- CF30 Customer (21 Oct 2014 to 4 Oct 2016)
Martin Glover
IRN MXG00136
- CF30 Customer (1 Nov 2007 to 29 Feb 2008)
- CF21 Investment Adviser (13 Jun 2005 to 31 Oct 2007)
Martin William Proctor
IRN MWP00035
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2007)
Martyn Scott
IRN MXS00262
- CF30 Customer (11 Jun 2010 to 3 Apr 2017)
Matthew James Hunter Cameron
IRN MJC00131
- SMF16 Compliance Oversight (11 May 2020 to 30 Jan 2024)
Matthew Simpson
IRN MJS01359
- CF30 Customer (23 Nov 2011 to 17 Sep 2012)
Melanie Kate Speak
IRN MKS01055
- CF30 Customer (27 Jul 2012 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.