JWR Wealth Associates Ltd

FRN: 1012125
Companies House: 15484605
Last scraped: 1 day ago

This firm operates as an appointed representative of Southern Wealth Associates Limited. 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

24 Picton House

Westside View

Waterlooville

Hampshire

PO7 7SQ

UNITED KINGDOM

Phone

+441489668280

Approved individuals

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

Samuel O'Mara
IRN SXO01247
- (1)Employed By (since 10 Jun 2024)

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.