Sutherland Mayfair Financial Planning Ltd

FRN: 596157
Companies House: SC665760
Last scraped: 6 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

Herkimer House

Mill Road Enterprise Park

Linlithgow

West Lothian

EH49 7SF

UNITED KINGDOM

Phone

+4401506841630

Web

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

Approved individuals

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

Gareth David Edward Heslop
IRN GXH00285
- (1)Employed By (since 28 Mar 2022)
Gregory Lee Jenkins
IRN GLJ01009
- (3)Employed By (25 Mar 2013 to 31 Jan 2018)
Martin Heslop
IRN MXH02150
- (2)Employed By (since 22 May 2019)
Robert Murray
IRN RXM01664
- (2)Employed By (8 Jun 2016 to 2 Sep 2020)
Susan Mary Jenkins
IRN SXJ01507
- (1)Employed By (14 Mar 2013 to 2 Sep 2020)

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.