McKenzie Wealth Management Ltd
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.
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Principal Place of Business
St. James's Place House2610 The QuadrantAlmondsburyBristolBS32 4AQUNITED KINGDOM- Phone
- +4401225696944
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Anthony Wilkinson
IRN AXW01404
- (6)Employed By (since 18 Sep 2023)
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Ed David Schwarz
IRN EXS00050
- (3)Employed By (17 Aug 2021 to 7 Jun 2024)
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Ellen Marie Atkinson
IRN EXA00212
- (1)Employed By (since 24 Feb 2024)
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Emily Janet McKenzie
IRN EJM01116
- (2)Employed By (since 26 May 2011)
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Harry Nicholas Edwin Tucker
IRN HXT26753
- (7)Employed By (since 7 Jan 2020)
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Isabel Clark
IRN IRW01058
- (7)Employed By (16 Jan 2019 to 25 Sep 2025)
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Joanne Nicola Johnson
IRN JXJ86624
- (3)Employed By (since 1 Jul 2020)
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Jonathan Ian Atkinson
IRN JIA01024
- (4)Employed By (since 2 Jul 2018)
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Jonathan Peter Knee
IRN JPK01094
- (6)Employed By (12 Jan 2019 to 29 Dec 2023)
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Luis Villar Pena
IRN LXV00030
- (2)Employed By (2 Sep 2021 to 28 Apr 2023)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.