Milne Wealth Management Limited

FRN: 575943
Companies House: SC436306
Last scraped: 13 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

+4403330064599

Web

https://www.milnewealth.co.uk

Approved individuals

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

Andrew James Watt
IRN AJW01626
- (2)Employed By (27 Apr 2018 to 13 Nov 2018)
Elaine Joyce Milne
IRN EXM00041
- (1)Employed By (since 7 Mar 2012)
Lloyd Gaffney
IRN LXG00071
- (3)Employed By (9 Mar 2023 to 28 Jul 2023)
Marek Kordecki
IRN MXK00056
- (1)Employed By (9 Jan 2019 to 20 Jan 2020)

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.