Sheldon Coulter

Last updated
1 week ago
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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

    • 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
    • CF1 Director (AR) (since 25 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (since 26 Jul 2018)
    • CF30 Customer (since 1 Nov 2007)
    • CF21 Investment Adviser (7 Jul 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (15 Mar 2006 to 7 Jul 2006)
  • Coulter Wealth Associates Ltd

    FRN 1051796

    • Employed By (since 25 Mar 2026)
  • Coulter Weir Wealth Management

    FRN 810760

    • Employed By (since 26 Jul 2018)
  • RLUM Limited (no longer approved here)

    FRN 144032

    • CF21 Investment Adviser (22 Nov 2005 to 13 Jan 2006)
    • CF22 Investment Adviser (Trainee) (3 Dec 2004 to 22 Nov 2005)

Recent activity

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

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