Edison Wealth Management Limited

• Principal Place of Business

  22a St. James's Square

  London

  SW1Y 4JH

  UNITED KINGDOM

  Phone

  +4402072872225

  Web

  https://www.edisonwm.com

• Complaints Contact

  22a St. James's Square

  London

  SW1Y 4JH

  UNITED KINGDOM

  Phone

  +4402072872225

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, 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.

• Credit Brokering

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  • · Limited to not brokering credit for the purpose of increasing the funds available for investment.

• Stockbroking

  For Commercial, Professional, Retail (Investment), 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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Alice Louise Sanders

  IRN ALS01150

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Aug 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Aug 2025)
  • CF30 Customer (5 Jul 2018 to 8 Dec 2019)
• Andre Pimenta Tavares De Castro

  IRN AXP01498

  • SMF3 Executive Director (9 Dec 2019 to 19 Sep 2023)
  • CF1 Director (22 Sep 2017 to 8 Dec 2019)
  • CF30 Customer (1 Oct 2010 to 22 Dec 2011)
• Anna Elizabeth More

  IRN AXM05293

  • 14. Managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 10 Jun 2024)
  • [FCA CF] Functions requiring qualifications (since 10 Jun 2024)
• Charles Geoffrey Stewart-Smith

  IRN CGS01060

  • CF2 Non Executive Director (29 Jan 2009 to 7 Sep 2010)
• Christopher Jonathan Barrie

  IRN CJB01431

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 14. Managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (13 May 2013 to 8 Dec 2019)
• Daniel Kemp

  IRN DXK00008

  • CF30 Customer (5 Feb 2014 to 9 Jul 2014)
• Declan Gamble

  IRN DXG00425

  • 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)
  • 9A. Advising on P2P agreements
  • [FCA CF] Client dealing (since 9 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 9 Jun 2025)
• Dewi Griffiths

  IRN DXG01508

  • CF30 Customer (14 May 2012 to 22 Jun 2013)
• Frederick Thomas Kemp

  IRN FTK01001

  • CF30 Customer (1 Jul 2009 to 14 Aug 2009)
• James Brown

  IRN JXB02345

  • 14. Managing investments
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF28 Systems and controls (7 Jul 2009 to 8 Dec 2019)
  • CF30 Customer (7 Jul 2009 to 8 Dec 2019)
  • Responsible for Insurance Mediation (1 Aug 2007 to 30 Sep 2018)
  • CF1 Director (1 Aug 2007 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Aug 2007 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (1 Aug 2007 to 31 Mar 2009)

No changes recorded yet.