Bede Wealth Management Limited

• Principal Place of Business

  Bede Wealth Management Ltd

  Unit 2

  Jarrow Business Centre

  Rolling Mill Road

  Jarrow

  South Tyneside

  NE32 3DT

  UNITED KINGDOM

  Phone

  +4401914283315

  Web

  https://www.bedewealth.co.uk

• Complaints Contact

  Bede Wealth Management Ltd

  Unit 2

  Jarrow Business Centre

  Rolling Mill Road

  Jarrow

  South Tyneside

  NE32 3DT

  UNITED KINGDOM

  Phone

  +441914283315

• P2P Lending Advice

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

• Pension Transfer Advice

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

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• 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 (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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 (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is 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”.

• 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 (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Antony Ioannides

  IRN AXI00004

  • [FCA CF] Client dealing (23 Sep 2022 to 14 Aug 2023)
  • [FCA CF] Functions requiring qualifications (23 Sep 2022 to 10 Aug 2023)
• Brian Alan Mulvain

  IRN BAM00010

  • 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 20 Jun 2022)
  • [FCA CF] Client dealing (since 20 Jun 2022)
• Darren Elfed Leah

  IRN DEL01042

  • CF1 Director (AR) (6 Oct 2015 to 3 Nov 2016)
• Mandy Gibson

  IRN MXG08165

  • CF1 Director (AR) (13 Nov 2018 to 5 Nov 2019)
• Nicholas Bruce Muscott

  IRN NBM00002

  • CF30 Customer (27 Jun 2016 to 4 Apr 2018)
• Paul Martin Lindsay

  IRN PML01044

  • 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 1 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 1 May 2018)
  • CF10 Compliance Oversight (28 Nov 2013 to 8 Dec 2019)
  • Responsible for Insurance Mediation (28 Nov 2013 to 30 Sep 2018)
  • CF1 Director (28 Nov 2013 to 8 Dec 2019)
  • CF30 Customer (28 Nov 2013 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (28 Nov 2013 to 8 Dec 2019)
• Peter Andrew Wilson

  IRN PAW01168

  • CF1 Director (AR) (11 Sep 2015 to 3 Nov 2016)
• Peter Stringer

  IRN PXS00116

  • CF30 Customer (5 Sep 2017 to 4 Apr 2018)
• Sarah Elizabeth Travis

  IRN SET01065

  • CF30 Customer (11 Mar 2016 to 25 Oct 2018)
• Shaun Christopher Hasson

  IRN SCH00029

  • CF30 Customer (9 Dec 2015 to 25 Oct 2018)

• Touch Wealth Management Ltd (no longer appointed)

  FRN 824481 · Appointed 30 Oct 2018 · Until 8 Nov 2019

• Everything Financial Limited (no longer appointed)

  FRN 713890 · Appointed 14 Aug 2015 · Until 4 Nov 2016

No changes recorded yet.