Josephine Financial Wellbeing LLP

FRN: 415295
Companies House: OC441563
Last scraped: 20 hours ago

This firm operates as an appointed representative of St. James's Place Wealth Management Plc. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

17 Sheeplands Farm

Wargrave

Berkshire

RG10 8DL

UNITED KINGDOM

Phone

+4407956277750

Web

https://www.josephineblythe.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Amy Helen Goodall-Smith
IRN AHG01026
- (1)Employed By (26 May 2016 to 14 Dec 2017)
Jacob Benedict Martin
IRN JXM01244
- (1)Employed By (since 9 Nov 2022)
Josephine Clemency Blythe
IRN JCB00003
- (2)Employed By (since 8 Dec 2004)
Laura Marie Hill
IRN LXH00507
- (3)Employed By (since 31 Dec 2023)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

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.