Oundle Wealth Management Limited

FRN: 591109
Companies House: 08234428
Last scraped: 6 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

First Floor

4 West Street

Peterborough

Cambridgeshire

PE8 4EF

UNITED KINGDOM

Phone

+4401832279170

Web

https://www.accessionfp.co.uk

Approved individuals

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

Alexander James Agnew
IRN AXA00948
- (2)Employed By (4 Nov 2023 to 3 Apr 2025)
Emma Louise Wilcock
IRN ELW01014
- (4)Employed By (since 13 Mar 2019)
Gary John Markham
IRN GJM01202
- (1)Employed By (since 11 May 2022)
Joseph Mackenzie Moricca
IRN JXM01153
- (3)Employed By (since 26 Aug 2022)
Richard David Jones
IRN RDJ01035
- (2)Employed By (since 14 Nov 2012)
William David Cunningham
IRN WDC00005
- (1)Employed By (11 Apr 2014 to 2 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.