Tait Wealth Management Ltd

FRN: 530297
Companies House: SC445587
Last scraped: 8 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

13 Fitzroy Place

Glasgow

G3 7RW

UNITED KINGDOM

Phone

+4407766074005

Web

https://www.taitwealthmanagement.co.uk

Approved individuals

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

Craig Blyth Paterson
IRN CXP77098
- (1)Employed By (10 Feb 2021 to 12 Oct 2023)
Stephen James Tait
IRN SJT01144
- (1)Employed By (since 3 Nov 2010)

Recent activity

Updates to this firm's record on the FCA register.

8 hours ago
trading name added: Tait Wealth Management Ltd
8 hours ago
controlled function added: (1)Employed By
8 hours ago
controlled function added: (1)Employed By
8 hours ago
controlled function removed: Employed By
8 hours ago
controlled function removed: Employed By

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.