Willcox Wealth Management Limited

FRN: 842357
Companies House: 11812117
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

30 Lombard Street

London

EC3V 9BQ

UNITED KINGDOM

Phone

+4407553232422

Web

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

Approved individuals

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

Daniel Davey
IRN DXD00214
- Employed By (28 Sep 2021 to 4 Jul 2024)
India Jade Lanyon
IRN IXL00117
- Employed By (since 10 Jul 2025)
Joseph Graham Willcox
IRN JGW01096
- Employed By (since 24 May 2019)
Katie Westphal
IRN KXW00379
- Employed By (since 4 Nov 2023)

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.