Whitfield Wealth Management Ltd

FRN: 836982
Companies House: 09801177
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

Business First Centre

23 Goodlass Road

Liverpool

Merseyside

L24 9HJ

UNITED KINGDOM

Phone

+4401515590669

Web

https://www.whitfieldwealth.co.uk

Approved individuals

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

Adam Luke Lord
IRN AXL00148
- Employed By (since 12 Aug 2025)
Jeremy Agoram
IRN JXA13040
- Employed By (26 Mar 2019 to 15 Apr 2019)
Jeremy Agorom
IRN JXA08812
- Employed By (since 3 Apr 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.