Oyster Wealth Planning Limited

FRN: 918969
Companies House: 12352923
Last scraped: 5 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

The Stable Courtyard

Renishaw Park

Sheffield

S21 3WB

UNITED KINGDOM

Phone

+4401142559944

Web

https://www.oysterwealthplanning.com

Approved individuals

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

Kate Elizabeth Gregory
IRN KXG00285
- (1)Employed By (9 Aug 2023 to 19 Sep 2025)
Mark Richard Atter
IRN MRA01059
- (2)Employed By (8 Jan 2020 to 30 Sep 2021)
Thomas Ashley Jackson
IRN TXJ09930
- (1)Employed By (since 8 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.