Centurion Wealth Management Limited

• Principal Place of Business

  Centurion Wealth Management Ltd

  Channel Court

  8 Hill Road

  Clevedon

  North Somerset

  BS21 7NE

  UNITED KINGDOM

  Phone

  +441173328200

  Web

  https://www.centurioncfp.co.uk

• Complaints Contact

  Centurion Wealth Management Ltd

  Channel Court

  8 Hill Road

  Clevedon

  North Somerset

  BS21 7NE

  UNITED KINGDOM

  Phone

  +441173328200

• 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

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  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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."

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• Guy Rewi Shane Sinclair

  IRN GRS01157

  • CF30 Customer (2 Jan 2014 to 2 Oct 2014)
• Ian John Avery

  IRN IJA01013

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (2 Jan 2019 to 2 Dec 2024)
• Jonathan Edward Stevens

  IRN JES01118

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 3 Aug 2020)
  • [FCA CF] Functions requiring qualifications (since 3 Aug 2020)
• Lynn Alison Buckley

  IRN LAB01110

  • SMF3 Executive Director (14 Apr 2021 to 8 Feb 2022)
  • [FCA CF] Client dealing (5 Oct 2020 to 30 Jun 2024)
  • [FCA CF] Functions requiring qualifications (5 Oct 2020 to 30 Jun 2024)
• Matthew Dixey

  IRN MXD00346

  • 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 3 Jun 2024)
  • [FCA CF] Functions requiring qualifications (since 3 Jun 2024)
• Matthew Twiggs

  IRN MXT00658

  • 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 Jan 2025)
  • [FCA CF] Client dealing (since 6 Jan 2025)
• Michael Robert Bond

  IRN MRB01220

  • CF30 Customer (1 May 2017 to 9 Oct 2018)
• Rachel Catherine Nicholson

  IRN RXN00118

  • [FCA CF] Client dealing (4 Aug 2021 to 21 Dec 2021)
  • [FCA CF] Functions requiring qualifications (4 Aug 2021 to 21 Dec 2021)
• Sean James McCabe

  IRN SJM01360

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (13 Jun 2011 to 2 Dec 2024)
• Sean Kevin McDonough

  IRN SKM01091

  • CF1 Director (AR) (since 21 Jun 2018)

• Professional Financial Planning (South West) Limited (no longer appointed)

  FRN 524459 · Appointed 1 Jan 2019 · Until 6 Feb 2024

• Mogers Drewett Financial Planning Limited (no longer appointed)

  FRN 808315 · Appointed 4 May 2018 · Until 6 Feb 2024

• Centurion Wealth Care Limited (no longer appointed)

  FRN 757115 · Appointed 1 Sep 2016 · Until 17 Dec 2018

No changes recorded yet.