Benchmark Wealth Management Limited

Date authorised
1 March 2018
Companies House
11037719
Last scraped
1 day ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Coach House
    Faulkners Lane
    Knutsford
    Cheshire East
    WA16 7AW
    UNITED KINGDOM
    Phone
    +4407974260980

  • Complaints Contact

    The Coach House
    Faulkners Lane
    Knutsford
    Cheshire East
    WA16 7AW
    UNITED KINGDOM
    Phone
    +4407974260980

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

  • Pension Transfer Advice

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

    Show 2 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.
    • · 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 Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Non-investment insurance contracts, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Personal pension scheme, Life Policy, Rights to or interests in investments (Contractually Based Investments), Structured Deposits

    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 (Non-Investment Insurance), Retail (Investment), Professional, Non-investment insurance contracts, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Personal pension scheme, Life Policy, Rights to or interests in investments (Contractually Based Investments), Structured Deposits

    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

  • Stockbroking

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

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Retail (Investment), Professional, Non-investment insurance contracts, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Stakeholder pension scheme, Personal pension scheme, Life Policy, Rights to or interests in investments (Contractually Based Investments), Structured Deposits

    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.

Approved individuals

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

  • Charles Lynch McGinnis

    IRN CXM00094

    • (4)[FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
    • (3)CF30 Customer (23 Mar 2018 to 8 Dec 2019)
  • Mark Alan Chapman

    IRN MAC01281

    • (8)[FCA CF] Functions requiring qualifications (1 Jul 2022 to 26 Jun 2023)
    • (6)Appointed representative dealing with clients for which they require qualification (1 Jul 2022 to 26 Jun 2023)
    • (7)[FCA CF] Client dealing (1 Jul 2022 to 26 Jun 2023)
    • (5)CF30 Customer (1 Mar 2018 to 8 May 2023)
  • Robert Lloyd

    IRN RXL00032

    • (1)[FCA CF] Client dealing (2 Aug 2021 to 31 Oct 2022)
    • (2)[FCA CF] Functions requiring qualifications (2 Aug 2021 to 31 Oct 2022)
  • Robert Williams

    IRN RXW00032

    • (1)6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • (2)4. Giving personal recommendations on retail investment products which are not broker funds
    • (9)CF1 Director (AR) (since 6 May 2025)
    • (8)Appointed representative dealing with clients for which they require qualification (since 1 Jan 2020)
    • (11)[FCA CF] Functions requiring qualifications (since 1 Jan 2020)
    • (10)[FCA CF] Client dealing (since 1 Jan 2020)
    • (6)SMF3 Executive Director (since 9 Dec 2019)
    • (4)SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • (5)SMF16 Compliance Oversight (since 9 Dec 2019)
    • (3)Responsible for Insurance Distribution (since 1 Oct 2018)
    • (7)CF30 Customer (since 1 Mar 2018)
    • (9)Responsible for Insurance Mediation (1 Mar 2018 to 30 Sep 2018)
    • (10)CF11 Money Laundering Reporting (1 Mar 2018 to 8 Dec 2019)
    • (11)CF10 Compliance Oversight (1 Mar 2018 to 8 Dec 2019)
    • (12)CF1 Director (1 Mar 2018 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

  1. permission removed: CBTL Status

  2. permission removed: CBTL Effective Date

  3. controlled function added: (11)[FCA CF] Functions requiring qualifications

  4. controlled function added: (10)[FCA CF] Client dealing

  5. controlled function added: (9)CF1 Director (AR)

  6. controlled function added: (8)Appointed representative dealing with clients for which they require qualification

  7. controlled function added: (7)CF30 Customer

  8. controlled function added: (6)SMF3 Executive Director

  9. controlled function added: (5)SMF16 Compliance Oversight

  10. controlled function added: (4)SMF17 Money Laundering Reporting Officer (MLRO)

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