Willingale Wealth Management Limited

FRN: 574527
Companies House: 08941540
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

Farthings, 24 Ashwood Drive

Broadstone

Dorset

BH18 8LN

UNITED KINGDOM

Phone

+4401202692590

Web

https://www.willingalewealthmanagement.co.uk

Approved individuals

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

Douglas James Mellors
IRN DJM01529
- Employed By (since 8 Apr 2024)
Heike Erna Willingale
IRN HEW01028
- Employed By (since 17 Mar 2015)
Innes Willingale
IRN IXW01202
- Employed By (since 17 Mar 2015)
John Alick Willingale
IRN JAW00007
- Employed By (since 5 Mar 2015)
Patrick John Phelan
IRN PJP01064
- Employed By (2 Apr 2019 to 31 Dec 2020)

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.