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.

  • Leslie Richard Priest

    IRN LRP01026

    • CF30 Customer (23 Jun 2008 to 22 Dec 2010)
  • Lisa Butler

    IRN LXB00838

    • [FCA CF] Manager of certification employee (since 19 Sep 2025)
  • Lisa Elaine Nicholson

    IRN LEN01010

    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 14 Apr 2023)
    • SMF16 Compliance Oversight (9 Dec 2019 to 14 Apr 2023)
    • CF11 Money Laundering Reporting (25 Jun 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (25 Jun 2019 to 8 Dec 2019)
  • Lisa Pearson

    IRN LJB01140

    • CF30 Customer (12 Jan 2017 to 16 Jun 2020)
  • Lucy Rebecca Crosswell

    IRN LXC06911

    • CF30 Customer (29 Oct 2018 to 30 Sep 2019)
  • Lyn Diana Patricia Cooke

    IRN LDC01017

    • CF30 Customer (29 Nov 2013 to 22 Jul 2016)
  • Malcolm Charles Davies

    IRN MCD00004

    • CF21 Investment Adviser (10 Jun 2005 to 11 Dec 2005)
  • Mandy Anne Prince

    IRN MAF01131

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (3 Jun 2013 to 19 Dec 2022)
  • Marc Andrew Buckley

    IRN MAB01411

    • [FCA CF] Client dealing (9 Dec 2019 to 8 Dec 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 8 Dec 2020)
    • CF30 Customer (19 Jun 2013 to 8 Dec 2019)
  • Marcin Wojcik

    IRN MXW02433

    • 9A. Advising on P2P agreements
    • 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 19 Feb 2025)
    • [FCA CF] Client dealing (since 19 Feb 2025)
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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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