Williams Birley Wealth Management LLP

FRN: 465667
Companies House: OC332430
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

8 Pensby Road

Heswall

Cheshire

CH60 7RE

UNITED KINGDOM

Phone

+4401244403300

Web

https://www.williamsbirley.co.uk

Approved individuals

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

Aled Wyn Williams
IRN AWW00021
- Employed By (since 23 Nov 2007)
Andrew Bartley Birley
IRN ABB01031
- Employed By (since 27 Mar 2007)
Ethan James Morphet Smith
IRN EXS00441
- Employed By (since 24 Jun 2025)
Rachael Eleanor Birley
IRN REB01142
- Employed By (since 1 Dec 2016)
Simon Peter Stokes
IRN SXS15275
- Employed By (since 23 May 2019)
Tean Marie Williams
IRN TXW00189
- Employed By (since 9 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.