Kate Bailey Financial Planning Limited

FRN: 926688
Companies House: 12583577
Last scraped: 1 day ago

This firm operates as an appointed representative of M&G ADVICE PARTNERS 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

17 Broomhall Avenue

Wakefield

West Yorkshire

WF1 2BB

UNITED KINGDOM

Phone

+4407776161974

Web

https://www.mandgwealth.com/katebaileyfinancialplanning

Approved individuals

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

Katy Suzanne Bailey
IRN KSH00003
- (3)Employed By (since 12 Jun 2020)
Reagan Thomas McLaughlin Milne
IRN RXM01066
- (1)Employed By (since 21 Oct 2024)
Ryan Milne
IRN RXM00717
- (2)Employed By (since 14 Sep 2022)

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.