PBF Wealth Management Ltd.

FRN: 611215
Companies House: 08741245
Last scraped: 9 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

Pure Offices, Unit 41

137 Pastures Avenue

Weston-super-Mare

BS22 7SB

UNITED KINGDOM

Phone

+4401454740583

Web

https://www.pbfwm.co.uk

Approved individuals

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

Katheryn Elizabeth Johnson
IRN KEJ01027
- (2)Employed By (since 17 Feb 2022)
Pedro Ernesto Bonillo-Farias
IRN PEB01107
- (1)Employed By (since 3 Dec 2013)
Richard Tarr
IRN RXT00106
- (2)Employed By (1 May 2019 to 28 Apr 2022)
Thomas Christopher Britton
IRN TCB01086
- (1)Employed By (26 May 2016 to 8 Oct 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.