Vision Wealth Management Ltd

FRN: 597180
Companies House: 08406468
Last scraped: 3 weeks ago

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES 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

Westgate House

Banbury Road

Moreton Pinkney

Daventry

Northamptonshire

NN11 3SQ

UNITED KINGDOM

Phone

+4401327317388

Web

https://www.visionwealthmanagement.co.uk

Approved individuals

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

Adam Matthew Goodall
IRN AMG01222
- Employed By (since 3 Jan 2024)
- Employed By (21 Mar 2013 to 13 Mar 2019)
Louise Keryl Goodall
IRN LXG00340
- Employed By (since 24 Mar 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.