Kyle Ian Marsh

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Where they hold approval

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

Bellamy Wealth Management Limited
FRN 971895
- Employed By (since 15 Nov 2024)
St. James's Place Wealth Management Plc
FRN 195351
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 7 May 2024)
- Appointed representative dealing with clients for which they require qualification (since 13 Nov 2023)
Berkley Square Private Clients Ltd (no longer approved here)
FRN 476124
- Employed By (7 May 2024 to 21 Nov 2024)
Connells Limited (no longer approved here)
FRN 302221
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Oct 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.