Masters Financial Planning Ltd

FRN: 483946
Companies House: 06247962
Last scraped: 18 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

26a High Street

Chesham

Buckinghamshire

HP5 1EP

UNITED KINGDOM

Phone

+4401494770305

Web

https://www.mastersfinancial.co.uk

Approved individuals

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

Caroline Masters
IRN CXM02217
- (1)Employed By (since 2 May 2013)
Craig William Furner
IRN CWF00014
- (1)Employed By (31 Mar 2014 to 7 Jul 2015)
Jonathan Masters
IRN JXM00215
- (2)Employed By (since 6 Jun 2008)
Judith Mary Irving
IRN JMI01019
- (2)Employed By (7 Jul 2010 to 30 Apr 2014)

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.