Poundbury Wealth Management LLP

FRN: 498249
Companies House: OC373901
Last scraped: 13 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

Alan Wing House

Holmead Walk

Poundbury

DORCHESTER

Dorset

DT1 3GE

UNITED KINGDOM

Phone

+4401305266866

Web

https://www.poundburywealth.co.uk

Approved individuals

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

. Poundbury Financial Services Ltd
IRN XXP01163
- (1)Employed By (2 Jul 2012 to 7 Apr 2021)
Charlotte Susan Gallego
IRN CXG00664
- (2)Employed By (since 12 Jan 2026)
Katherine Anne Gallego
IRN KAG01076
- (1)Employed By (since 19 Jun 2012)
Keith Andrew Saunders
IRN KAS01138
- (3)Employed By (since 4 Jan 2018)
Kirsten Ruth Marx
IRN KXM00556
- (3)Employed By (6 Oct 2023 to 4 Jun 2025)
Timothy Gallego
IRN TJG01087
- (2)Employed By (31 Mar 2009 to 13 Aug 2025)

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.