Waterhouse Wealth Management Ltd

FRN: 590318
Companies House: 08237503
Last scraped: 10 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

Waterhouse Farm Harrow Road

Christchurch

Dorset

BH23 7AH

UNITED KINGDOM

Phone

+4401425675200

Web

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

Approved individuals

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

Karen Ann Glew
IRN KAG01077
- (1)Employed By (since 30 Oct 2012)
Martyn John Hurll
IRN MJH01547
- (2)Employed By (29 May 2013 to 26 May 2023)
Peter David Glew
IRN PDG01026
- (3)Employed By (since 30 Oct 2012)
Richard Desmond Fitzpatrick
IRN RDF00017
- (2)Employed By (since 28 Mar 2014)
Susan Joy Justice
IRN SJJ00002
- (1)Employed By (29 Apr 2014 to 29 Apr 2016)

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.