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.

Nigel Edward Matthews
IRN NEM01027
- CF30 Customer (15 Dec 2011 to 8 Dec 2019)
Nigel John Manley
IRN NJM01078
- CF10 Compliance Oversight (23 Sep 2010 to 4 Nov 2013)
Patrick Nigel Christopher Gale
IRN PNG00011
- SMF9 Chair of the Governing Body (9 Dec 2019 to 20 Apr 2020)
- CF2 Non Executive Director (28 Jan 2013 to 8 Dec 2019)
Paul Billingsley
IRN PXB01676
- CF30 Customer (29 Nov 2011 to 14 Sep 2012)
Paul David Constable
IRN PDC01088
- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
Paul Powell
IRN PXP00047
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2003)
- CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2003)
Paul Robert Woolston
IRN PRW00003
- CF30 Customer (5 Aug 2013 to 8 Dec 2019)
Paul Stephen Hodson
IRN PSH01066
- CF30 Customer (18 Jun 2010 to 16 Sep 2011)
Paul Timothy Kiely
IRN PTK01009
- CF30 Customer (22 Jun 2010 to 24 Feb 2012)
Peter Allen
IRN PDA01054
- CF30 Customer (28 Jul 2011 to 14 Sep 2012)

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.