Quintessential Wealth Management Limited

FRN: 799117
Companies House: 11066253
Last scraped: 7 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

5 Whitbarrow Grove

Levens

Kendal

Cumbria

LA8 8LT

UNITED KINGDOM

Phone

+4407852730254

Web

https://partnership.sjp.co.uk/partner/quintessentialwm

Approved individuals

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

Gary Richard Welsh
IRN GXW00429
- (1)Employed By (since 4 Nov 2025)
Jacqueline Rachel Shaw
IRN JXS10382
- (2)Employed By (since 28 Apr 2022)
Kevin Patrick Quinn
IRN KPQ00001
- (3)Employed By (since 25 Jan 2018)
Leslie Anthony Carney
IRN LAC00020
- (1)Employed By (25 Mar 2022 to 19 Apr 2024)

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.