JLT Wealth Management Limited

Date authorised
1 April 2013
Companies House
03876529
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1 Tower Place West
    London
    EC3R 5BU
    UNITED KINGDOM
    Phone
    +442073572238

  • Complaints Contact

    1 Tower Place West
    London
    EC3R 5BU
    UNITED KINGDOM
    Phone
    +442076266000

What this firm is allowed to do

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

  • Authorised to Operate

Approved individuals

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

  • Robert Alan Scott Edge

    IRN RAE01062

    • CF30 Customer (20 Jul 2012 to 30 Dec 2012)
  • Robert Charles Mingo

    IRN RCM01140

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 30 Jan 2024)
    • CF11 Money Laundering Reporting (21 Dec 2016 to 8 Dec 2019)
  • Robert Jan Douglas Bourguignon

    IRN RJB00046

    • CF30 Customer (16 Jun 2010 to 31 Dec 2012)
  • Roger Andrew Bennett

    IRN RAB01259

    • CF11 Money Laundering Reporting (6 Sep 2007 to 8 Jul 2008)
    • CF10 Compliance Oversight (6 Sep 2007 to 11 Jan 2008)
  • Rosalyn Gay Shallcroft

    IRN RGS01133

    • CF30 Customer (21 Oct 2011 to 20 Nov 2012)
  • Rowan John Speckham

    IRN RJS00100

    • CF30 Customer (5 Aug 2013 to 8 Dec 2019)
  • Russell Bruce Douglass

    IRN RBD00010

    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (15 Mar 2005 to 31 Oct 2007)
  • Russell Mark Cooper

    IRN RMC00053

    • CF30 Customer (1 Nov 2007 to 25 Jan 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 25 Jan 2009)
    • CF3 Chief Executive (1 Jan 2005 to 25 Jan 2009)
    • CF1 Director (1 Jan 2005 to 25 Jan 2009)
    • CF8 Apportionment and Oversight (28 Jun 2004 to 25 Jan 2009)
    • CF11 Money Laundering Reporting (28 Jun 2004 to 9 Feb 2005)
    • CF10 Compliance Oversight (28 Jun 2004 to 8 Mar 2005)
    • CF21 Investment Adviser (2 Mar 2004 to 31 Oct 2007)
  • Sean Seccombe

    IRN SXS00012

    • CF21 Investment Adviser (12 Jan 2005 to 30 Jun 2005)
  • Simon Charles Eveleigh

    IRN SCE00004

    • CF30 Customer (1 Nov 2007 to 30 Sep 2008)
    • CF21 Investment Adviser (27 Jan 2005 to 31 Oct 2007)
    • CF1 Director (27 Jan 2005 to 30 Sep 2008)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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