Altor Wealth Management LLP

• Principal Place of Business

  Landmark House

  Station Road

  Hook

  Hampshire

  RG27 9HA

  UNITED KINGDOM

  Phone

  +4407715670077

  Web

  https://www.altorwealth.com

• Complaints Contact

  Landmark House

  Station Road

  Hook

  Hampshire

  RG27 9HA

  UNITED KINGDOM

  Phone

  +4407715670077

• 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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 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

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  • · 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.

• Authorised to Operate

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

• Arranges Investments

  For 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

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  • · 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 Setup

  For 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

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  • · 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.

• Hannah Carmody Lawless

  IRN HXL00242

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 5 Dec 2025)
  • Appointed representative dealing with clients for which they require qualification (since 26 Nov 2025)
  • [FCA CF] Client dealing (since 15 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 15 Jul 2025)
• Hugo Francis Sherlock

  IRN HXS00610

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 4 Feb 2026)
  • CF1 Director (AR) (since 4 Feb 2026)
  • [FCA CF] Client dealing (since 27 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 27 Nov 2025)
• James Cooper

  IRN JXC03366

  • 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)
  • CF30 Customer (since 17 Feb 2026)
  • Appointed representative dealing with clients for which they require qualification (since 26 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 30 Apr 2025)
  • [FCA CF] Client dealing (since 30 Apr 2025)
• Jon Whiteley

  IRN JXW00087

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (27 Mar 2017 to 8 Dec 2019)
• Lee Jordon Harman

  IRN LXH06846

  • 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)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • Appointed representative dealing with clients for which they require qualification (since 26 Nov 2025)
  • CF30 Customer (since 25 Nov 2025)
  • [FCA CF] Client dealing (since 10 Apr 2023)
  • [FCA CF] Functions requiring qualifications (since 10 Apr 2023)
• Lucinda Amelia Pitcher

  IRN LAP01091

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (15 Mar 2017 to 8 Dec 2019)
• Matthew Simon Pitcher

  IRN MSP00030

  • 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
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • Appointed representative dealing with clients for which they require qualification (since 26 Nov 2025)
  • CF1 Director (AR) (since 25 Nov 2025)
  • CF30 Customer (since 25 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF11 Money Laundering Reporting (15 Mar 2017 to 8 Dec 2019)
  • CF10 Compliance Oversight (15 Mar 2017 to 8 Dec 2019)
  • Responsible for Insurance Mediation (15 Mar 2017 to 30 Sep 2018)
  • CF4 Partner (15 Mar 2017 to 8 Dec 2019)
  • CF30 Customer (15 Mar 2017 to 8 Dec 2019)
• Vaughan Anthony Francis Watson

  IRN VAW00006

  • 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] Client dealing (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (18 Apr 2019 to 8 Dec 2019)
  • CF4 Partner (18 Apr 2019 to 8 Dec 2019)

• BAOBAB FINANCIAL SOLUTIONS LIMITED

  FRN 1050282 · Appointed 4 Feb 2026

• Wealthdash Ltd

  FRN 1044741 · Appointed 25 Nov 2025

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