SMH Wealth Associates Ltd

FRN: 947194
Companies House: 13069908
Last scraped: 4 hours ago

This firm operates as an appointed representative of 2 Plan Wealth Management Limited. 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

Apartment 6

The Greyhound

Folkingham

Sleaford

Lincolnshire

NG34 0TG

UNITED KINGDOM

Phone

+4407469172594

Approved individuals

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

Paul Leslie Standen
IRN PLS00001
- (1)Employed By (since 6 May 2021)
Richard Morrall
IRN RXM00439
- (1)Employed By (6 May 2021 to 17 Jan 2023)
Susan Hides
IRN SXH01739
- (2)Employed By (since 20 Jun 2021)

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.