Westerham Financial Services Ltd

FRN: 401687
Companies House: 08544526
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

The Retreat

Quarry Hill Road

Borough Green

Sevenoaks

Kent

TN15 8RQ

UNITED KINGDOM

Phone

+4401959500445

Web

https://www.westerhamfs.co.uk

Approved individuals

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

Luke Anthony Bangerter
IRN LXB18768
- Employed By (16 Aug 2019 to 26 Apr 2024)
Mark Hale
IRN MXH01927
- Employed By (9 Feb 2007 to 8 Dec 2019)
Matthew Paul Willhoft
IRN MPW00015
- Employed By (6 Dec 2013 to 12 Mar 2014)
Nigel Spencer Clarke
IRN NSC00003
- Employed By (20 Sep 2006 to 30 Dec 2010)
Paula Ryan
IRN PJK01134
- Employed By (15 Oct 2020 to 9 Feb 2024)
Tracey Anne O'Brien
IRN TAH01063
- Employed By (13 Dec 2011 to 1 Apr 2026)

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.