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.

Ian John Avery
IRN IJA01013
- CF30 Customer (1 Nov 2007 to 13 Jan 2012)
- CF21 Investment Adviser (20 Mar 2006 to 31 Oct 2007)
- CF24 Pension Transfer Specialist (20 Mar 2006 to 31 Oct 2007)
Ian Miles Robinson
IRN IMR01028
- CF1 Director (14 Oct 2010 to 27 Apr 2012)
Ian Waddell
IRN IXW00013
- CF30 Customer (16 Sep 2011 to 8 Dec 2019)
Jade Kimberley North
IRN JKL01037
- CF30 Customer (5 Aug 2013 to 30 Sep 2013)
James Bruce Brown
IRN JBB00016
- CF21 Investment Adviser (12 Jan 2005 to 30 Sep 2005)
- CF24 Pension Transfer Specialist (12 Jan 2005 to 30 Sep 2005)
James Douglas Robert Twining
IRN JDT01092
- CF2 Non Executive Director (20 Apr 2012 to 19 Dec 2014)
Jenness Mary Hathrill
IRN JMH00030
- CF30 Customer (1 Nov 2007 to 31 May 2011)
- CF21 Investment Adviser (1 Jan 2005 to 31 Oct 2007)
- CF24 Pension Transfer Specialist (1 Jan 2005 to 31 Oct 2007)
Joanne Mahon
IRN JRH00045
- CF30 Customer (4 Oct 2011 to 14 Sep 2012)
John Alistair King
IRN JAK00002
- CF30 Customer (14 Oct 2010 to 30 Aug 2013)
John Chappell
IRN JKC00004
- CF21 Investment Adviser (12 Jan 2005 to 31 Oct 2006)
- CF1 Director (12 Jan 2005 to 29 Nov 2005)

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.