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.

Bernice Stainforth
IRN BXS01341
- CF30 Customer (18 Jun 2010 to 8 Dec 2019)
Brendan John Jordan
IRN BJJ00004
- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
Bryan Adair Amos
IRN BAA01023
- CF30 Customer (11 Jun 2008 to 11 Dec 2009)
Charles Arthur Rozes
IRN CAR01133
- CF29 Significant management (1 Sep 2015 to 8 Dec 2019)
Cheryl Brenda Becker
IRN CBB00008
- CF21 Investment Adviser (18 Aug 2003 to 26 Jan 2004)
- CF22 Investment Adviser (Trainee) (1 Dec 2001 to 18 Aug 2003)
Christopher James Jenkins
IRN CJJ01053
- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
Christopher Julian Wilmot Griffiths
IRN CJG00007
- CF30 Customer (31 Mar 2010 to 14 Jul 2010)
Christopher Patrick Philip Giddens
IRN CPG01043
- CF11 Money Laundering Reporting (8 Jul 2008 to 22 Sep 2010)
- CF10 Compliance Oversight (11 Jan 2008 to 22 Sep 2010)
Christopher Stewart Wilson
IRN CSW00009
- CF30 Customer (18 Jun 2010 to 8 Dec 2019)
Claire Rebecca Keen
IRN CRK01033
- CF30 Customer (3 Jan 2018 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.