Stonehage Fleming Wealth Planning Ltd

Name: Stonehage Fleming Wealth Planning Ltd
Address: 6 St. James's Square, London, SW1Y 4JU, GB
Telephone: 020 7087 0000
Price range: $$
Rating: 3.4

aka Stonehage Fleming Wealth Planning, Stonehage Fleming Wealth Planning Ltd

Authorised FRN 562235 3.4 (5)

About

Offering family office advisory services, wealth management, wealth and estate planning, legal and tax advisory and trust services across multiple jurisdictions.

Source: stonehagefleming.com

Contact & Location

Address

6 St James's Square, London SW1Y 4JU, UK

More advisers in Westminster

Phone

020 7087 0000

Website

stonehagefleming.com

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Opening Hours

Monday8:00 AM – 6:00 PM

Tuesday8:00 AM – 6:00 PM

Wednesday8:00 AM – 6:00 PM

Thursday8:00 AM – 6:00 PM

Friday8:00 AM – 6:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 562235
Status: Authorised
Date Authorised: 2 April 2012
Years Authorised: 13 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Credit Broking
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06576995
Company Status: Active
Incorporation Date: 25 April 2008
Directors: 4
Accounts Category: Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (20)

Katie Angela Mundell
Approved
Matthew Christopher Brown
ApprovedCertified
Anton Hans Sternberg
ApprovedCertified
Gregory William Harris
ApprovedCertified
Susan Jane Hillier
ApprovedCertified
Thomas James Lloyd-Read
Certified
Anna-Michelle Wetherell
Certified
Mark Stuart Adams
Certified
Harriet Clare Graham
Certified
James Hoare
Certified
Thomas McMorrow
Certified
Priya Bharat Patel
Certified
Christopher Abel
Certified
Adam Turner
Certified
Pia Jasmin Keeley-Johnson
Certified
Sophia Mary Adams
Certified
Rachelle Louise Lewis
Certified
Jason Ridley
Certified
Elizabeth Thorpe
Certified
David Kenneth Maxwell
No longer required

Google Reviews

3.4

5 reviews on Google

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Quick Facts

London, London
13 years FCA-authorised
20 registered individuals
4 specialisms
6 FCA permissions
CH 06576995

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.