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.

  • Anthony John Charles Buck

    IRN AJB00051

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2025)
  • Anthony Paul Flynn

    IRN APF01035

    • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 27 Nov 2023)
    • [FCA CF] Client dealing (3 Apr 2023 to 27 Nov 2023)
    • [FCA CF] Manager of certification employee (3 Apr 2023 to 27 Nov 2023)
  • Arron Martin Clements

    IRN AMC00034

    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (15 May 2015 to 19 Dec 2022)
  • Ashley Robert Cooper

    IRN ARC00012

    • CF30 Customer (2 Jan 2008 to 27 Dec 2008)
  • Barbara Marie Smith-Galer

    IRN BMH01043

    • 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 15 Mar 2022)
    • [FCA CF] Functions requiring qualifications (since 15 Mar 2022)
  • Barry Adamson

    IRN BXA00025

    • CF30 Customer (30 May 2012 to 30 Dec 2012)
  • Barry Christopher Leaver

    IRN BCL00002

    • CF30 Customer (3 Jan 2008 to 27 Dec 2008)
  • Ben Christmas

    IRN BXC00172

    • 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 10 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 10 Apr 2023)
  • Benjamin Foottit

    IRN BXF07282

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Jul 2024)
    • [FCA CF] Client dealing (since 1 Jul 2024)
  • Benjamin Thomas Vesey Vickers

    IRN BTV00001

    • CF30 Customer (21 Jul 2008 to 22 Dec 2010)
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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.

No changes recorded yet.