PRM Wealth Management Ltd
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.
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Principal Place of Business
St. James's PlaceOne Central BoulevardShirleySolihullWest MidlandsB90 8BGUNITED KINGDOM- Phone
- +4407528327765
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Paul Robert Morgan
IRN PRM00056
- (2)Employed By (since 5 Oct 2010)
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Sean James Briggs
IRN SXB00822
- (1)Employed By (10 Feb 2022 to 20 Jun 2023)
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Simone Morgan
IRN SXT00128
- (1)Employed By (since 22 Mar 2018)
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Morgan & Co Financial Planners
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trading name added: Morgan & Co Chartered Financial Planners
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trading name added: Morgan & Co
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trading name added: Paul Morgan
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controlled function added: (2)Employed By
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controlled function added: (1)Employed By
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controlled function added: (1)Employed By
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controlled function removed: Employed By
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controlled function removed: Employed By