Sage Wealth Management Limited
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
2 DunnsBowes OfficesChester Le StreetCounty DurhamDH3 4ANUNITED KINGDOM- Phone
- +4401917314539
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Abigail Grace O'Brien
IRN AXO06965
- (8)Employed By (since 13 Dec 2023)
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Anna Louise Harrison
IRN AXH00579
- (11)Employed By (since 9 Nov 2021)
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Christopher Stuart Auld
IRN CXA07453
- (12)Employed By (since 26 Oct 2018)
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David Anthony Thomas
IRN DXT00110
- (6)Employed By (since 29 Jan 2025)
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David John Nelson
IRN DXN00145
- (2)Employed By (24 Apr 2023 to 6 Feb 2026)
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James Matthew Morrison
IRN JXM00392
- (7)Employed By (since 6 Jan 2025)
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Jason Smith
IRN JXS00804
- (10)Employed By (since 11 Jan 2022)
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Jonathan Daniel Lancashire
IRN JDL01128
- (1)Employed By (since 24 Jan 2017)
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Kaye Mullen
IRN KXB00022
- (2)Employed By (since 16 Nov 2016)
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Lisa Michelle Sage
IRN LMS01105
- (1)Employed By (25 Jan 2011 to 7 Feb 2019)
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.