Advanta Wealth Ltd

• Principal Place of Business

  Advanta Wealth Ltd

  130 Buckingham Palace Road

  London

  Westminster

  SW1W 9SA

  UNITED KINGDOM

  Phone

  +4403450340200

  Web

  https://www.advantawealth.co.uk

• Complaints Contact

  Advanta Wealth Ltd

  Ailsa Court

  121 West Regent Street

  Glasgow

  Glasgow City

  G2 2SD

  UNITED KINGDOM

  Phone

  +4403450340200

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Jennifer Jane McMahon

  IRN JJW01126

  • [FCA CF] Functions requiring qualifications (17 Aug 2020 to 13 May 2022)
  • [FCA CF] Client dealing (17 Aug 2020 to 4 Apr 2022)
  • CF30 Customer (5 Apr 2016 to 12 Feb 2018)
• Jonathan David Whitaker

  IRN JDW01213

  • [FCA CF] Client dealing (10 Mar 2022 to 1 Jul 2022)
  • [FCA CF] Functions requiring qualifications (10 Mar 2022 to 1 Jul 2022)
• Kenneth David Anderson

  IRN KXA00033

  • Responsibility for MCD Intermediation (21 Mar 2016 to 4 Apr 2018)
  • CF1 Director (2 Jan 2014 to 4 Apr 2018)
  • CF10 Compliance Oversight (2 Jan 2014 to 4 Apr 2018)
  • CF11 Money Laundering Reporting (2 Jan 2014 to 4 Apr 2018)
  • CF30 Customer (2 Jan 2014 to 20 Dec 2018)
  • Responsible for Insurance Mediation (2 Jan 2014 to 17 Jun 2015)
• Kenneth Robert Anglestein

  IRN KRA00005

  • CF30 Customer (16 Dec 2022 to 1 Sep 2024)
  • CF1 Director (AR) (16 Dec 2022 to 9 Dec 2024)
• Kerry Hay

  IRN KXH01673

  • CF30 Customer (2 Feb 2015 to 15 Sep 2017)
• Kevin Adam Douglas Moore

  IRN KAM00019

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 7 Jul 2023)
  • [FCA CF] Functions requiring qualifications (since 7 Jul 2023)
• Kevin James D'Arcy

  IRN KXD00092

  • SMF3 Executive Director (since 17 Apr 2025)
• Lindsay Anne Janyckyj

  IRN LAJ01036

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 31 May 2024)
  • [FCA CF] Client dealing (since 31 May 2024)
• Lisa Hepburn

  IRN LXH01240

  • [FCA CF] Manager of certification employee (4 Apr 2022 to 1 Aug 2023)
• Marco Chabbi

  IRN MXC03241

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (11 Aug 2016 to 8 Dec 2019)

• HJ Wealth Management Ltd

  FRN 804147 · Appointed 31 Mar 2026

• M W Wealth Management Ltd (no longer appointed)

  FRN 442069 · Appointed 16 Dec 2022 · Until 10 Dec 2024

No changes recorded yet.