BELVEDERE WEALTH MANAGEMENT LTD.

• Principal Place of Business

  Belvedere Wealth Management c/o General People

  Sierra Quebec Bravo

  77 Marsh Wall

  Canary Wharf

  London

  E14 9SH

  UNITED KINGDOM

  Phone

  +442036336603

  Web

  https://www.belvederewm.com

• Complaints Contact

  Belvedere Wealth Management c/o General People

  Sierra Quebec Bravo

  77 Marsh Wall

  Canary Wharf

  London

  E14 9SH

  UNITED KINGDOM

  Phone

  +442036336603

• 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

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  • · 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.
  • · 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 (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

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  • · 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.

• 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.

• Christopher Okwera Nyeko

  IRN CON31020

  • [FCA CF] Client dealing (1 Dec 2023 to 24 Jan 2025)
  • [FCA CF] Functions requiring qualifications (1 Dec 2023 to 24 Jan 2025)
• David Adetona King

  IRN DXA01786

  • [FCA CF] Client dealing (12 May 2023 to 25 Oct 2023)
  • [FCA CF] Functions requiring qualifications (12 May 2023 to 25 Oct 2023)
• Dineo Portia Ledwaba-Chapman

  IRN DPL01079

  • 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 2 Apr 2024)
  • [FCA CF] Client dealing (since 2 Apr 2024)
• Emmanuel Nsikan Asuquo

  IRN EXA01191

  • [FCA CF] Functions requiring qualifications (6 Apr 2023 to 29 Aug 2025)
  • CF30 Customer (15 Sep 2022 to 6 Apr 2023)
  • Appointed representative dealing with clients for which they require qualification (11 Jul 2022 to 6 Apr 2023)
  • [FCA CF] Client dealing (11 Jul 2022 to 29 Aug 2025)
• Jerran David Lamont Whyte

  IRN JXW02651

  • 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
  • SMF16 Compliance Oversight (since 4 Oct 2021)
  • [FCA CF] Functions requiring qualifications (since 4 Oct 2021)
  • [FCA CF] Client dealing (since 4 Oct 2021)
  • SMF3 Executive Director (since 4 Oct 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 4 Oct 2021)
  • Responsible for Insurance Distribution (since 4 Oct 2021)
  • CF30 Customer (9 Jun 2022 to 6 Apr 2023)
  • CF1 Director (AR) (9 Jun 2022 to 6 Apr 2023)
  • [FCA CF] Significant management (4 Oct 2021 to 5 Oct 2021)
  • [FCA CF] Material risk taker (4 Oct 2021 to 5 Oct 2021)
  • [FCA CF] Manager of certification employee (4 Oct 2021 to 5 Oct 2021)
  • Appointed representative dealing with clients for which they require qualification (4 Oct 2021 to 5 Oct 2021)
  • Director of firm who is not a certification employee or a SMF manager (4 Oct 2021 to 5 Oct 2021)
• Junior Yari Sharif Hussein Okoh

  IRN JXH00686

  • 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 6 Apr 2023)
  • [FCA CF] Client dealing (since 28 Jun 2022)
  • CF30 Customer (7 Jul 2022 to 6 Apr 2023)
  • Appointed representative dealing with clients for which they require qualification (28 Jun 2022 to 6 Apr 2023)
• Medina McKenzie

  IRN MXM88174

  • 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 14 Sep 2023)
  • [FCA CF] Functions requiring qualifications (since 14 Sep 2023)
• Michael Donkor

  IRN MGD01076

  • [FCA CF] Functions requiring qualifications (3 Apr 2023 to 28 Jan 2025)
  • [FCA CF] Client dealing (3 Apr 2023 to 28 Jan 2025)
• Miranda Love

  IRN MXL00857

  • 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 27 Mar 2026)
  • [FCA CF] Client dealing (since 27 Mar 2026)
• Mobolaji Solanke

  IRN MXS05011

  • [FCA CF] Functions requiring qualifications (18 Mar 2024 to 12 Jul 2024)
  • [FCA CF] Client dealing (18 Mar 2024 to 12 Jul 2024)

• BELVEDERE WEALTH MANAGEMENT & CO LTD (no longer appointed)

  FRN 976922 · Appointed 7 Jun 2022 · Until 6 Apr 2023

No changes recorded yet.