Argentis Wealth Management Ltd

Date authorised
1 April 2013
Companies House
04214267
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Argentis Wealth Management
    5 Lancer House
    Hussar Court
    Westside View
    Waterlooville
    Hampshire
    PO7 7SE
    UNITED KINGDOM
    Phone
    +4402392231448
    Web
    https://www.argentis.co.uk

  • Complaints Contact

    Argentis Wealth Management
    5 Lancer House
    Hussar Court
    Westside View
    Waterlooville
    Hampshire
    PO7 7SE
    UNITED KINGDOM
    Phone
    +442392231448

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

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

  • Pension Transfer Advice

    For Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

  • Investment Advice (no pensions)

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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
    • · 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
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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
    • · 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
    • · Limited to debt counselling excluding the administration of debt management plans In this limitation debt management plans are 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, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Funeral plan contract, 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, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Credit Score Services

    Show 1 limitation
    • · This permission is limited to not carrying out credit repair services

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jeffrey Alan Hoare

    IRN JAH00051

    • CF30 Customer (10 Jul 2015 to 21 Feb 2019)
  • Jocelyn Mary Morgan

    IRN JMM01426

    • Responsible for Insurance Distribution (15 Nov 2018 to 4 Apr 2019)
    • CF11 Money Laundering Reporting (9 May 2018 to 4 Apr 2019)
    • CF10 Compliance Oversight (13 Feb 2018 to 4 Apr 2019)
  • Joel Peter Wormald

    IRN JPW01136

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 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 2 Jan 2026)
    • [FCA CF] Client dealing (since 2 Jan 2026)
  • John David White

    IRN JDW01100

    • Responsible for Insurance Distribution (19 Nov 2021 to 17 Jun 2024)
    • Responsibility for MCD Intermediation (19 Nov 2021 to 17 Jun 2024)
    • SMF3 Executive Director (19 Nov 2021 to 17 Jun 2024)
  • John Edward Whitehead

    IRN JEW00018

    • [FCA CF] Client dealing (9 Dec 2019 to 3 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Feb 2023)
    • CF30 Customer (11 Jan 2012 to 8 Dec 2019)
  • John Jeremy Broxup

    IRN JJB00019

    • [FCA CF] Client dealing (9 Dec 2019 to 10 May 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 May 2023)
    • CF30 Customer (29 Apr 2019 to 8 Dec 2019)
  • Jonathan Astin

    IRN JXA01498

    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2024)
    • CF30 Customer (18 Jun 2013 to 8 Dec 2019)
  • Jonathan David Allen

    IRN JDA01061

    • 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 22 Sep 2023)
    • [FCA CF] Client dealing (since 22 Sep 2023)
  • Jonathan James Holdaway

    IRN JJH00029

    • CF30 Customer (16 Aug 2013 to 31 Dec 2016)
  • Jonathan Paul Jeffrey

    IRN JPJ00006

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 25 Apr 2022)
    • [FCA CF] Client dealing (since 25 Apr 2022)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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