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.

Giles Sinclair Garlick
IRN GSG00008
- CF30 Customer (16 Aug 2011 to 28 Feb 2013)
Gordon Ian Armstrong
IRN GIA00003
- SMF3 Executive Director (9 Dec 2019 to 19 Sep 2020)
- CF1 Director (30 Nov 2012 to 8 Dec 2019)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (1 Jan 2005 to 31 Oct 2007)
Graham Elliott
IRN GXE00010
- CF30 Customer (16 Jun 2010 to 31 Dec 2013)
Graham Stephen Cooke
IRN GSC00011
- CF30 Customer (18 Jun 2010 to 9 Oct 2013)
Graham Stuart Spinks
IRN GSS00016
- CF30 Customer (22 Jun 2010 to 30 Apr 2011)
Gregory Charles Taffs
IRN GXT00034
- CF21 Investment Adviser (1 Dec 2001 to 17 Feb 2006)
Gregory Mark Wood
IRN GXW01203
- CF1 Director (1 Jan 2013 to 1 May 2015)
- CF2 Non Executive Director (13 Jul 2010 to 31 Dec 2012)
Helen Quayle
IRN HXQ01013
- CF30 Customer (27 Apr 2019 to 8 Dec 2019)
Ian Hilton Scott
IRN IHS00002
- CF30 Customer (1 Nov 2007 to 30 Jan 2009)
- CF1 Director (9 Aug 2007 to 30 Jan 2009)
- CF24 Pension Transfer Specialist (31 Oct 2005 to 31 Oct 2007)
- CF21 Investment Adviser (1 Jun 2005 to 31 Oct 2007)
Ian James Bird
IRN IJB00001
- CF30 Customer (1 Jul 2011 to 12 Feb 2016)

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.