Chetwood Wealth Management Ltd

• Principal Place of Business

  60 High St

  Wellington

  Somerset

  TA21 8RD

  UNITED KINGDOM

  Phone

  +4401823666809

  Web

  https://www.chetwoodwm.co.uk

• Complaints Contact

  60 High St

  Wellington

  Somerset

  TA21 8RD

  UNITED KINGDOM

  Phone

  +4401823666809

• Pension Transfer Advice

  For 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.

• 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

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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.

• 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

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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.

• 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

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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.

• Andrew David Matthews

  IRN ADM00067

  • CF30 Customer (1 Sep 2014 to 1 Dec 2017)
• Andrew James Burton

  IRN AJB01590

  • CF30 Customer (20 Nov 2019 to 8 Dec 2019)
• Andrew James Collett

  IRN AJC01418

  • [FCA CF] Functions requiring qualifications (1 Dec 2021 to 17 Dec 2025)
  • [FCA CF] Client dealing (1 Dec 2021 to 17 Dec 2025)
• Anthony Charles Harris

  IRN ACH00023

  • CF21 Investment Adviser (3 Dec 2003 to 15 Oct 2007)
• Bradley Mark Pimm

  IRN BMP01040

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (13 Nov 2014 to 8 Dec 2019)
• Christopher Mark Messenger

  IRN CXM16883

  • [FCA CF] Client dealing (9 Dec 2020 to 20 Apr 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 20 Apr 2022)
  • CF30 Customer (4 Jul 2019 to 8 Dec 2019)
• Claire Elizabeth Howard

  IRN CXP01381

  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 1 Nov 2024)
  • [FCA CF] Client dealing (since 1 Nov 2024)
  • CF30 Customer (27 Sep 2024 to 3 Jul 2025)
• Craig Robert Gahagan

  IRN CXG00172

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2022)
• David Finbarr O'Reilly

  IRN DFO00002

  • CF30 Customer (1 Nov 2007 to 30 Jul 2008)
  • CF22 Investment Adviser (Trainee) (27 Jul 2007 to 31 Oct 2007)
• David John Beasley

  IRN DXB00235

  • CF30 Customer (5 Feb 2009 to 3 Jun 2010)

• Chetwood Private Wealth Limited

  FRN 846194 · Appointed 19 Jul 2019

• Chetwood Review Service Limited (no longer appointed)

  FRN 1012823 · Appointed 14 Jun 2024 · Until 10 Jul 2025

No changes recorded yet.