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.

Eamonn Michael Flanagan
IRN EMF01011
- CF2 Non Executive Director (26 Jun 2018 to 8 Dec 2019)
Edward John Tee
IRN EJT01060
- CF30 Customer (17 Aug 2017 to 8 Dec 2019)
Edward Morris
IRN EXM01538
- CF30 Customer (26 May 2011 to 21 Dec 2012)
Emma Elizabeth Lloyd-Jones
IRN EED01011
- CF30 Customer (3 Feb 2015 to 8 Dec 2019)
Emma Jane Vincent
IRN EJV00001
- CF30 Customer (5 Nov 2010 to 24 May 2013)
Evelyn Iriajen
IRN EII01003
- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
Francesca Irene Gandolfi
IRN FIG01002
- CF30 Customer (12 Sep 2014 to 21 Feb 2018)
Gareth Robin Smith
IRN GXS01199
- CF30 Customer (10 Oct 2011 to 24 Jul 2012)
- CF21 Investment Adviser (1 Jan 2005 to 31 Oct 2007)
George Anthony O'Dwyer
IRN GAO01021
- SMF3 Executive Director (since 9 Dec 2019)
- Responsible for Insurance Distribution (1 Oct 2018 to 26 Jun 2024)
- CF1 Director (11 Sep 2018 to 8 Dec 2019)
- Responsible for Insurance Mediation (11 Sep 2018 to 30 Sep 2018)
Gerard Francis Dixon
IRN GFD01011
- CF30 Customer (18 Jun 2010 to 26 Nov 2010)

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.