Old Royle Wealth Management Limited
Investment and advice, Holistic financial planner
Old Royle Wealth Management Limited, Ground Floor, Adamson House, Towers Business Park Wilmslow Road, Didsbury, Manchester, M20 2YY
Summary
Old Royle Wealth Management Limited is a Didsbury-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Ms Nikita Jade Phillips)
Role appointment: [FCA CF] Client dealing (Mr Richard Derek Clayton)
Role appointment: [FCA CF] Client dealing (Mr Diego Lomas)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Richard Derek Clayton
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Richard Derek Clayton
CPD4 - Personal recommendation on retail investments (not broker funds)
Ms Nikita Jade Phillips
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Diego Lomas
[FCA CF] Functions requiring qualifications
Mr Richard Derek Clayton
FAQ
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