Everlong Wealth Limited

• Principal Place of Business

  53 Windsor St

  Burbage

  Hinckley

  Leics

  LE10 2EE

  UNITED KINGDOM

  Phone

  +4401455614500

  Web

  https://www.everlongwealth.co.uk

• Complaints Contact

  Cannon Place

  78 Cannon Street

  London

  City Of London

  EC4N 6HL

  UNITED KINGDOM

  Phone

  +442073803329

• 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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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• 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.

• James Oliver John Bagley

  IRN JOB01024

  • CF2 Non Executive Director (9 Jan 2015 to 8 Dec 2019)
• Jason Million

  IRN JXM03892

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (24 May 2017 to 8 Dec 2019)
• Jonathen Paul Corner

  IRN JPC00022

  • CF30 Customer (1 Nov 2010 to 7 Jun 2013)
• Mufaddal Travadi

  IRN MXT01517

  • [FCA CF] Functions requiring qualifications (26 Apr 2021 to 6 Jan 2025)
  • [FCA CF] Client dealing (26 Apr 2021 to 6 Jan 2025)
• Neil Andrew McGill

  IRN NAM01066

  • SMF3 Executive Director (since 5 Feb 2026)
• Paul Charity

  IRN PXC00126

  • CF30 Customer (1 Nov 2007 to 18 Dec 2007)
  • CF1 Director (1 Feb 2006 to 18 Dec 2007)
  • CF21 Investment Adviser (1 Feb 2006 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (1 Feb 2006 to 18 Dec 2007)
  • Responsible for Insurance Mediation (1 Feb 2006 to 18 Dec 2007)
  • CF10 Compliance Oversight (1 Feb 2006 to 18 Dec 2007)
• Paul William James Hamilton

  IRN PWH01062

  • 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)
  • SMF3 Executive Director (since 13 Feb 2026)
  • SMF16 Compliance Oversight (since 28 Jun 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 28 Jun 2022)
  • CF1 Director (9 Jan 2015 to 8 Dec 2019)
  • CF30 Customer (21 Jan 2008 to 8 Dec 2019)
• Richard Paul Garside

  IRN RXG00062

  • SMF16 Compliance Oversight (9 Dec 2019 to 25 Apr 2022)
  • SMF3 Executive Director (9 Dec 2019 to 19 Dec 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 18 Oct 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 25 Apr 2022)
  • Responsible for Insurance Mediation (18 Dec 2007 to 30 Sep 2018)
  • CF8 Apportionment and Oversight (18 Dec 2007 to 31 Mar 2009)
  • CF10 Compliance Oversight (18 Dec 2007 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF1 Director (1 Feb 2006 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Feb 2006 to 31 Oct 2007)
• Simon George Redgrove

  IRN SGR00003

  • SMF3 Executive Director (since 3 Feb 2026)
• Susan Jacqueline Grogan

  IRN SJG01245

  • SMF3 Executive Director (9 Dec 2019 to 19 Dec 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 23 Feb 2022)
  • CF30 Customer (28 Jan 2013 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Feb 2006 to 8 Dec 2019)
  • CF1 Director (1 Feb 2006 to 8 Dec 2019)

No changes recorded yet.