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.

Simon David Fell
IRN SDF00001
- CF30 Customer (18 Jun 2010 to 8 Dec 2019)
Simon John Mawson
IRN SJM01547
- CF29 Significant management (29 May 2012 to 31 Jul 2012)
Simon John Woodcock
IRN SJW00056
- CF30 Customer (6 Jul 2011 to 6 Dec 2011)
Simon Philip Briggs
IRN SPB00019
- CF30 Customer (18 Jun 2010 to 18 Jul 2014)
Stephen Mark Craven
IRN SMC01187
- CF30 Customer (13 Mar 2014 to 6 Mar 2016)
Stephen Roger Limbert
IRN SRL00004
- CF30 Customer (8 Jul 2016 to 23 Feb 2018)
Stephen William Chilcott
IRN SWC00004
- CF30 Customer (17 Sep 2010 to 17 Jan 2011)
Steven John Hilditch
IRN SJH00011
- CF30 Customer (18 Jun 2010 to 30 Mar 2012)
Steven Sands
IRN SXS32140
- SMF3 Executive Director (12 May 2020 to 31 Jan 2026)
- SMF1 Chief Executive (12 May 2020 to 26 Jun 2024)
- Responsible for Insurance Distribution (12 May 2020 to 26 Jun 2024)
Stewart Francis Pound
IRN SFP00001
- CF30 Customer (16 Sep 2011 to 14 Sep 2012)
- CF21 Investment Adviser (1 Jan 2005 to 6 Jan 2006)

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.