Castri WM Limited
Investment and advice, Wealth/investment advisor
Castri WM Limited, Unit K5, Ivanhoe Park Way, Ashby-De-La-Zouch, Leicestershire, LE65 2AB
Summary
Castri WM Limited is a Ashby-De-La-Zouch-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mr Scott Anthony Wakeling)
Role appointment: [FCA CF] Functions requiring qualifications (Mr Scott Anthony Wakeling)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Douglas James Ryan
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Alex James Brown
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Scott Anthony Wakeling
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Murray Beveridge Smith
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Douglas James Ryan
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Scott Anthony Wakeling
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Alex James Brown
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Douglas James Ryan
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Murray Beveridge Smith
FAQ
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