Orchard Financial Associates LLP

FRN: 552057
Companies House: OC433771
Last scraped: 16 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

3 Burleigh View

Bussage

Stroud

Gloucestershire

GL6 8DD

UNITED KINGDOM

Phone

+4407748631501

Web

https://partnership.sjp.co.uk/partner/davidgeewm

Approved individuals

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

David Mansfield Gee
IRN DMG01147
- (2)Employed By (since 6 Dec 2016)
Jake Kevin Martin
IRN JXM01078
- (4)Employed By (since 27 Jun 2022)
Nicola Jane Keller
IRN NXK00055
- (1)Employed By (since 1 Feb 2021)
Phillip Bunton
IRN PXB00700
- (3)Employed By (since 23 Aug 2024)

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.