JRM Wealth Management Ltd

FRN: 770145
Companies House: 10509204
Last scraped: 1 day 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

York House

23 Kingsway

London

WC2B 6UJ

UNITED KINGDOM

Phone

+4407703769456

Web

https://www.jrmwealth.co.uk

Approved individuals

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

Enkeleda Thomai
IRN EXT01147
- (4)Employed By (since 22 Feb 2022)
Helen Christine Trollope
IRN HXL01058
- (1)Employed By (15 Jan 2020 to 31 May 2023)
James Alexander Skidmore
IRN JAS01403
- (3)Employed By (since 27 Jan 2017)
Jaymin Patel
IRN JXP00584
- (5)Employed By (since 16 Feb 2022)
Jonathan Trollope
IRN JXT00041
- (2)Employed By (15 Jan 2020 to 31 May 2023)
Mina Milad Latif George
IRN MMG01079
- (1)Employed By (since 17 Nov 2017)
Robert Shihata
IRN RXS02394
- (2)Employed By (since 27 Jan 2017)

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.