New Forest Wealth Management Limited

FRN: 446804
Companies House: 08181768
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

Unit 4

Shelley Lane

Ower

Romsey

Hampshire

SO51 6AS

UNITED KINGDOM

Phone

+4402381244266

Web

https://www.newforestwealthmanagement.co.uk

Approved individuals

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

Sarah Buck
IRN SEY00002
- (2)Employed By (14 Jul 2016 to 10 Aug 2018)
Simon Richard James Cook
IRN SXC00835
- (6)Employed By (since 21 Nov 2023)
Stephen Leslie Gedge
IRN SLG00003
- (1)Employed By (20 Jan 2016 to 27 Feb 2026)
Timothy Stephen Rampton
IRN TSR01023
- (3)Employed By (13 Jun 2022 to 31 Jan 2023)
Victoria Anne Hodgson
IRN VXH16607
- (1)Employed By (since 2 Sep 2019)

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.