Artless Wealth Ltd

Date authorised
1 April 2021
Companies House
12402895
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Artless Wealth
    Innovation Centre
    Knowledge Gateway
    Boundary Road
    Colchester
    Essex
    CO4 3ZQ
    UNITED KINGDOM
    Phone
    +441379777762
    Web
    https://www.artlesswealth.com

  • Complaints Contact

    Artless Wealth
    Innovation Centre
    Knowledge Gateway
    Boundary Road
    Colchester
    Essex
    CO4 3ZQ
    UNITED KINGDOM
    Phone
    +441379777762

What this firm is allowed to do

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

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · 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, 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 (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • 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, 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 (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, 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)" is limited to the investment types granted for this activity.

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

  • Stockbroking

    For Commercial, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, 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)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, 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 (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

    For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Amir William Anbouche

    IRN AWA01017

    • 14. Managing investments
    • Responsible for Insurance Distribution (since 30 Sep 2024)
    • SMF3 Executive Director (since 19 Jul 2024)
    • SMF16 Compliance Oversight (since 4 Mar 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Mar 2024)
    • [FCA CF] Functions requiring qualifications (since 17 Jun 2021)
    • SMF1 Chief Executive (1 Apr 2021 to 19 Jul 2024)
  • Gerald Richard Barton

    IRN GRB01121

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 1 Oct 2024)
    • [FCA CF] Client dealing (since 1 Oct 2024)
  • Giap Gioi Tran

    IRN GGT01016

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 4 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 4 Dec 2024)
  • Philip Charles Dobson

    IRN PCD01076

    • SMF3 Executive Director (1 Apr 2021 to 5 Jan 2024)
  • Stephen Andrew Jacobs

    IRN SAJ01138

    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Apr 2021 to 3 Jan 2024)
    • SMF16 Compliance Oversight (1 Apr 2021 to 3 Jan 2024)

Recent activity

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

No changes recorded yet.