Morris Wealth Management Limited

FRN: 582466
Companies House: 09682274
Last scraped: 14 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

11 Beaumont Gate

Shenley Hill

Radlett

Hertfordshire

WD7 7AR

UNITED KINGDOM

Phone

+4401929901300

Web

https://www.m-wealth.co.uk

Approved individuals

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

Anthony Michael Parker
IRN AMP01249
- (2)Employed By (31 Dec 2019 to 16 Sep 2022)
Benjamin David Morris
IRN BXM00466
- (2)Employed By (since 11 Sep 2024)
Daniel Paul Morris
IRN DPM00031
- (1)Employed By (since 15 Jun 2012)
Paul Wildman
IRN PXW00195
- (3)Employed By (since 12 May 2021)
Victoria Phillips
IRN VXP00190
- (1)Employed By (8 Jan 2025 to 28 Oct 2025)

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.