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Berkeley St James Financial Planning

Registered office address

Berkeley House

1 Churchbank

Bolton

BL1 1HX

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(195351) St. James's Place Wealth Management Plc

Advice methods
Berkeley St James Financial Planning have not confirmed their methods of giving advice.

Berkeley St James Financial Planning

Financial Adviser based in 1 Churchbank

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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.