Mark Barclay Wealth Management LLP

FRN: 515337
Companies House: OC445227
Last scraped: 5 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

259 Banbury Road

Summertown

Oxford

Oxfordshire

OX2 7HN

UNITED KINGDOM

Phone

+4401865950980

Web

https://www.mbarclay.co.uk

Approved individuals

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

Andrew James Pye
IRN AXB00428
- (2)Employed By (18 Feb 2021 to 20 Mar 2023)
Elizabeth Ann Maudsley
IRN EAM00012
- (4)Employed By (26 Apr 2018 to 30 Aug 2019)
Jake Isaac Callum Geraghty
IRN JXG00847
- (1)Employed By (21 Jan 2025 to 9 Apr 2026)
Jason Antony Nolan
IRN JXN00041
- (3)Employed By (27 Aug 2021 to 28 Dec 2022)
Mark Robert Barclay
IRN MRB01161
- (2)Employed By (since 4 Jan 2010)
Sunita Barclay
IRN SXB03894
- (1)Employed By (since 8 Oct 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.