EGR WEALTH LIMITED

• Principal Place of Business

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

  Web

  https://www.egrwealth.com

• Complaints Contact

  6th Floor, Lloyds Avenue House

  6 Lloyds Avenue

  London

  EC3N 3AX

  UNITED KINGDOM

  Phone

  +442035061099

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to 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 Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Share

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  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

• Manages Your Portfolio

  For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Nigel Charles Milton

  IRN NCM00015

  • CF30 Customer (6 Feb 2012 to 14 Nov 2013)
• Paul Brian Glover

  IRN PBG01008

  • CF30 Customer (18 Feb 2014 to 25 Apr 2016)
• Paul Brown

  IRN PXB01437

  • CF30 Customer (26 Feb 2015 to 27 Apr 2017)
• Paul Philip Freitas Duarte

  IRN PXD00480

  • 14. Managing investments
  • 17. Administrative functions in relation to managing investments
  • [FCA CF] Functions requiring qualifications (since 26 Feb 2026)
  • [FCA CF] Client dealing (since 26 Feb 2026)
• Peter Douglas Chesterfield

  IRN PDC01055

  • CF30 Customer (23 Apr 2015 to 6 Nov 2015)
• Peter George Crane

  IRN PGC01042

  • CF30 Customer (3 Jan 2019 to 16 Feb 2019)
• Philip Spencer Dove

  IRN PSD01062

  • CF30 Customer (10 Apr 2017 to 8 Dec 2019)
• Rajinder Singh Hallen

  IRN RSH01044

  • CF30 Customer (18 Oct 2016 to 20 Jun 2017)
• Robert Hyman Beenstock

  IRN RHB01080

  • CF30 Customer (3 Feb 2014 to 16 Jan 2015)
• Sarah Elizabeth Stuart

  IRN SES01036

  • CF11 Money Laundering Reporting (2 Feb 2015 to 2 Jan 2018)
  • CF10 Compliance Oversight (2 Feb 2015 to 2 Jan 2018)

• Egremont Capital Limited (no longer appointed)

  FRN 821723 · Appointed 26 Sep 2018 · Until 28 Mar 2022

• Parkmoore Capital Limited (no longer appointed)

  FRN 771325 · Appointed 9 Feb 2017 · Until 19 Jul 2017

• Exeter Capital Ltd (no longer appointed)

  FRN 759600 · Appointed 30 Sep 2016 · Until 11 May 2017

No changes recorded yet.