Whitaker Midgley Wealth Management Limited

FRN: 459238
Companies House: 07359035
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

Suite 12

Cutter Mill

7 Tile Yard North

Wakefield

West Yorkshire

WF1 5FY

UNITED KINGDOM

Phone

+4401924903010

Web

https://www.sjpp.co.uk/whitakermidgley

Approved individuals

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

Jonathan David Midgley
IRN JDM01138
- Employed By (since 20 Nov 2006)
Paul Jeremy Whitaker
IRN PJW00105
- Employed By (since 3 Nov 2006)
Rebecca Louise Midgley
IRN RXM00613
- Employed By (since 31 Mar 2022)
Sarah Louise Cree
IRN SXC00757
- Employed By (since 31 Mar 2022)

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.