Matrix Wealth Limited

FRN: 1000592
Companies House: 14962827
Last scraped: 1 day 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

Well Cottage

Bosworth Road

Nuneaton

Leicestershire

CV13 6LY

UNITED KINGDOM

Phone

+4401827881397

Web

https://www.matrixwp.co.uk

Approved individuals

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

Andrew David McNair
IRN ADM01228
- (3)Employed By (since 8 Sep 2023)
Barry John Gordon
IRN BXG00020
- (4)Employed By (since 5 Sep 2023)
Caroline Gordon
IRN CXG01296
- (2)Employed By (since 8 Sep 2023)
David Andrew Calvert
IRN DAC00039
- (1)Employed By (8 Sep 2023 to 7 Dec 2025)
Ryan James Gordon
IRN RXG00649
- (1)Employed By (since 24 Apr 2026)

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.