Chetwood Wealth Management Ltd

Date authorised
1 April 2013
Companies House
04021559
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    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.

  • 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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.

  • Samuel Ian Paul Williams

    IRN SIW01011

    • CF30 Customer (12 Jan 2015 to 31 Dec 2016)
  • Simon Andrew Grimwood

    IRN SAG00019

    • [FCA CF] Client dealing (9 Dec 2019 to 10 Jul 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jul 2024)
    • CF30 Customer (9 Jul 2014 to 8 Dec 2019)
  • Simon John Verrechia

    IRN SJV00001

    • CF30 Customer (13 Jul 2012 to 30 Dec 2012)
  • Simon Richard Searl

    IRN SRS00005

    • CF30 Customer (1 Oct 2013 to 30 Jul 2019)
  • Stuart Barrie Toghill

    IRN SBT00007

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (21 Jun 2007 to 31 Oct 2007)
  • Timothy James Cockram

    IRN TJC00024

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (15 Dec 2009 to 8 Dec 2019)
  • Vivien Frances Doyle

    IRN VFD00002

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2024)
    • CF30 Customer (12 Jan 2015 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.

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