McKenzie Wealth Management Ltd

FRN: 505484
Companies House: 07390091
Last scraped: 7 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

St. James's Place House

2610 The Quadrant

Almondsbury

Bristol

BS32 4AQ

UNITED KINGDOM

Phone

+4401225696944

Web

https://www.mckenziewealthmanagement.co.uk

Approved individuals

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

Matthew James Storey
IRN MJS00177
- (1)Employed By (18 Nov 2021 to 19 Apr 2024)
Oliver David Stavrakakis
IRN ODS00011
- (8)Employed By (since 28 Jun 2019)
Robert Edward McKenzie
IRN REM01055
- (5)Employed By (since 25 Aug 2009)
Steven Dale Andrews
IRN SDA00001
- (5)Employed By (15 May 2019 to 15 May 2024)
Tristan Leo Johnson
IRN TLJ00015
- (9)Employed By (since 9 Jan 2017)
Zachary Jake Nicholas Purchase-Hill
IRN ZXP00016
- (4)Employed By (14 Feb 2022 to 11 Oct 2023)

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.