Wells & Co Financial Planning LLP

FRN: 716470
Companies House: OC412531
Last scraped: 3 weeks 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

Southgate Chambers

37-39 Southgate Street

Winchester

Hampshire

SO23 9EH

UNITED KINGDOM

Phone

+4408000385431

Web

https://www.wellsandcofinancialplanning.co.uk

Approved individuals

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

Barry John Wells
IRN BJW00027
- Employed By (since 2 Nov 2015)
Dejan Arambasic
IRN DXA01850
- Employed By (8 Nov 2019 to 5 Dec 2022)
Olivia Amber Wells
IRN OAW01006
- Employed By (since 22 Feb 2017)
Scarlet Wells
IRN SXW16732
- Employed By (4 Jul 2019 to 14 Jan 2026)
Thomas James Holden
IRN TJH01202
- Employed By (10 Feb 2017 to 13 May 2019)

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.