Mark McNally Wealth Management Limited

FRN: 533501
Companies House: 08478802
Last scraped: 8 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 Pickersgill Court

Quay West Business Village

Sunderland

Tyne And Wear

SR5 2AQ

UNITED KINGDOM

Phone

+4407768198585

Web

https://partnership.sjp.co.uk/partner/markmcnally

Approved individuals

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

Christine McNally
IRN CXM02252
- (1)Employed By (since 4 Nov 2013)
Glenda Hall
IRN GXH01574
- (1)Employed By (12 Dec 2013 to 26 Jun 2023)
Karl Glynn Davies
IRN KXD00315
- (3)Employed By (since 2 Mar 2024)
Mark Damien McNally
IRN MDM00035
- (2)Employed By (since 15 Oct 2010)
Nicola Tempest-Hall
IRN NXT01483
- (2)Employed By (20 Jun 2019 to 9 Mar 2021)

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.