Jack Wyllie

Watch for changes

Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

St. James's Place Wealth Management Plc
FRN 195351
- 7. Giving personal recommendations on long-term care insurance contracts
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF1 Director (AR) (since 19 Nov 2024)
- CF30 Customer (since 9 Mar 2023)
- Appointed representative dealing with clients for which they require qualification (since 9 Jan 2023)
- CF4 Partner (AR) (9 Mar 2023 to 1 Nov 2023)
Wyllie Wealth Management Ltd
FRN 1002450
- Employed By (since 2 Oct 2023)
Adam Edward Tweedie (no longer approved here)
FRN 992892
- Employed By (9 Mar 2023 to 1 Nov 2023)

Updates to this individual's record on the FCA register.

No changes recorded yet.

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. Senior staff at any authorised firm have to be approved by the FCA personally.
Approved individual: Someone the FCA has personally signed off to hold a senior role at an authorised firm — directors, compliance officers and similar. They're held accountable for the firm's conduct.
Controlled functions: The specific senior roles the FCA approves people to hold, like 'Compliance oversight' or 'Money laundering reporting'. Each approval is tied to a particular firm.
IRN: Individual Reference Number — the unique ID the FCA assigns to each approved person. It stays the same as they move between firms.

Information on this page is sourced from the official FCA register.