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.

  • David John Muldoon

    IRN DJM00124

    • CF30 Customer (3 Mar 2015 to 31 Dec 2016)
  • David Moore

    IRN DXM00081

    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 9A. Advising on P2P agreements
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 19 Sep 2024)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Sep 2024)
    • CF30 Customer (19 Aug 2015 to 19 Dec 2022)
  • David Roy Hawkins

    IRN DRH01151

    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2021)
    • CF30 Customer (4 Mar 2009 to 8 Dec 2019)
  • David White

    IRN DAW00031

    • CF30 Customer (20 Jun 2014 to 5 Jun 2017)
  • Desmond Lenehan

    IRN DXL00003

    • CF30 Customer (1 Jul 2009 to 30 Dec 2009)
  • Diana Wooldridge

    IRN DJW00133

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jul 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 30 Jul 2025)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (3 May 2005 to 31 Oct 2007)
  • Edward John Renwick

    IRN EXR00253

    • SMF3 Executive Director (since 14 May 2025)
  • Elizabeth Frances Thomas

    IRN EXT00166

    • SMF17 Money Laundering Reporting Officer (MLRO) (21 Jul 2023 to 1 Mar 2025)
    • Responsibility for MCD Intermediation (21 Jul 2023 to 1 Mar 2025)
    • Responsible for Insurance Distribution (21 Jul 2023 to 1 Mar 2025)
    • SMF16 Compliance Oversight (21 Jul 2023 to 1 Mar 2025)
  • Elizabeth Mary Sim

    IRN EMS00014

    • CF30 Customer (9 May 2017 to 31 May 2019)
  • Emily-Jane Tucker

    IRN EXT00048

    • [FCA CF] Client dealing (9 Dec 2019 to 6 Oct 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Oct 2023)
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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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