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.

Susan Anne Faiers
IRN SAF00003
- CF21 Investment Adviser (4 Feb 2005 to 27 Sep 2005)
- CF24 Pension Transfer Specialist (4 Feb 2005 to 27 Sep 2005)
Terence Mullender
IRN TXM01343
- CF30 Customer (29 Nov 2011 to 14 Sep 2012)
Teresa Dawn Beach
IRN TDB01060
- CF1 Director (6 Jan 2014 to 30 Nov 2016)
Thomas Frederick Cook
IRN TFC01009
- CF11 Money Laundering Reporting (18 Nov 2004 to 29 Jul 2005)
Timothy William Hills
IRN TWH01032
- CF30 Customer (5 Feb 2013 to 31 Dec 2015)
Trevor Gordon Hood
IRN TGH00001
- CF30 Customer (1 Nov 2007 to 30 Jun 2011)
- CF21 Investment Adviser (15 Sep 2004 to 31 Oct 2007)
Troy Adam Clutterbuck
IRN TAC01056
- CF1 Director (17 Mar 2010 to 1 Sep 2015)
- CF28 Systems and controls (17 Mar 2010 to 1 Sep 2015)
Victoria Ling
IRN VHL01003
- CF30 Customer (16 Jun 2010 to 31 Dec 2013)
Vivienne Jayne Varley
IRN VJV00001
- CF30 Customer (14 Apr 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.