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

  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

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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.

• Merran Olivia James

  IRN MXR79223

  • 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 30 Jan 2026)
  • [FCA CF] Client dealing (since 30 Jan 2026)
• Michael Alan Yeatman

  IRN MAY00001

  • CF21 Investment Adviser (1 Dec 2001 to 23 Jun 2003)
• Michael John Trick

  IRN MJT00021

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2024)
  • CF30 Customer (11 Oct 2010 to 8 Dec 2019)
• Naomi Kirk

  IRN NXB19519

  • CF30 Customer (2 Sep 2019 to 11 Nov 2019)
• Paul Mooney

  IRN PXM02018

  • CF30 Customer (14 Nov 2014 to 10 Apr 2015)
• Paul William Feeney

  IRN PWF01007

  • SMF1 Chief Executive (since 30 Sep 2025)
• Raymond Arthur Croker

  IRN RAC00021

  • CF30 Customer (1 Nov 2007 to 26 May 2010)
  • CF21 Investment Adviser (4 Jul 2007 to 31 Oct 2007)
• Richard John Hansell

  IRN RJH01252

  • 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
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 11. Pension transfer specialist
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 22 Jul 2024)
  • Appointed representative dealing with clients for which they require qualification (since 19 Dec 2023)
  • CF30 Customer (since 17 Dec 2023)
  • SMF16 Compliance Oversight (since 29 Apr 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF1 Director (AR) (6 May 2025 to 3 Jul 2025)
  • SMF1 Chief Executive (29 Apr 2022 to 25 Mar 2024)
  • SMF3 Executive Director (9 Dec 2019 to 6 Feb 2026)
  • CF10 Compliance Oversight (25 Nov 2014 to 9 May 2019)
  • CF1 Director (27 Jul 2011 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (30 Dec 2002 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Jan 2002 to 30 Dec 2002)
• Robert Keith Clayton

  IRN RKC00003

  • CF30 Customer (8 Feb 2008 to 26 Oct 2012)
• Ryan Daniel James Griggs

  IRN RDG01083

  • 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 22 May 2023)
  • [FCA CF] Functions requiring qualifications (since 22 May 2023)

• 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.