Paul Morgan and Associates Wealth Management Ltd

FRN: 820063
Companies House: 11529190
Last scraped: 1 day 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

22 Old Coach Road

Playing Place

Truro

Cornwall

TR3 6ER

UNITED KINGDOM

Phone

+4401872263191

Web

https://www.paulmorganwealthmanagement.co.uk

Approved individuals

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

Christopher Warburton
IRN CXW83272
- (2)Employed By (since 16 Jan 2025)
David Cook
IRN DXC00447
- (1)Employed By (31 Dec 2021 to 5 Jul 2024)
Laura Leigh Morgan
IRN LLM00016
- (1)Employed By (since 10 Sep 2018)
Paul Richard Morgan
IRN PRM01152
- (3)Employed By (since 12 Sep 2018)

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.