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.

John Christopher Carr
IRN JCC01145
- CF30 Customer (30 Nov 2011 to 14 Sep 2012)
John Deane
IRN JXD00028
- CF30 Customer (29 Jun 2010 to 9 Jun 2014)
John Keith Hitchcock
IRN JKH01061
- CF30 Customer (2 Mar 2011 to 31 Dec 2018)
Jonathan Huw Burden
IRN JHB01127
- CF30 Customer (6 Jun 2018 to 26 Oct 2018)
Jonathan William Bloomer
IRN JWB01104
- CF2 Non Executive Director (19 Apr 2013 to 1 Mar 2016)
Jonathon Duncan Murray Webb
IRN JDW00051
- CF30 Customer (18 Jun 2010 to 1 Oct 2012)
Jordan Curtis Vincent
IRN JCV01041
- CF30 Customer (3 May 2019 to 8 Dec 2019)
Joseph Michael Gordon
IRN JMG01184
- CF30 Customer (18 Feb 2014 to 8 Dec 2019)
Judith Margaret Bassett
IRN JMB01420
- CF11 Money Laundering Reporting (23 Sep 2010 to 30 Nov 2016)
Julie Rose Kelway
IRN JRK00006
- CF30 Customer (1 Nov 2007 to 9 Jan 2015)
- CF24 Pension Transfer Specialist (1 Feb 2005 to 31 Oct 2007)
- CF21 Investment Adviser (1 Feb 2005 to 31 Oct 2007)

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.