Futura Wealth Management Ltd

• Principal Place of Business

  Crescent House

  Crescent Road

  Worthing

  West Sussex

  BN11 1RN

  UNITED KINGDOM

  Phone

  +4401903946968

  Web

  https://www.futurafs.com

• Complaints Contact

  Crescent House

  Crescent Road

  Worthing

  West Sussex

  BN11 1RN

  UNITED KINGDOM

  Phone

  +4401903946968

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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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  • · 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Arranges Asset Safekeeping

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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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 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.

• Godfrey Ryan

  IRN GXR00356

  • SMF3 Executive Director (since 23 Oct 2025)
• Janet Green

  IRN JXG00011

  • [FCA CF] Client dealing (6 Nov 2023 to 31 Dec 2025)
  • [FCA CF] Functions requiring qualifications (6 Nov 2023 to 31 Dec 2025)
• Jennifer Jane McMahon

  IRN JJW01126

  • 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] Functions requiring qualifications (since 1 Oct 2024)
  • [FCA CF] Client dealing (since 1 Oct 2024)
• Kevin Robert Partridge

  IRN KXP00427

  • [FCA CF] Functions requiring qualifications (25 Sep 2024 to 1 Mar 2026)
• Maria McWilliams

  IRN MXS00124

  • [FCA CF] Functions requiring qualifications (17 Oct 2022 to 1 Nov 2025)
  • [FCA CF] Manager of certification employee (17 Oct 2022 to 1 Nov 2025)
  • [FCA CF] Client dealing (17 Oct 2022 to 1 Nov 2025)
• Natasha Louisa Sedge

  IRN NXS84916

  • 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 6 Nov 2023)
  • [FCA CF] Functions requiring qualifications (since 6 Nov 2023)
• Owen Andrew Hadden

  IRN OAH00001

  • [FCA CF] Client dealing (17 Oct 2022 to 8 Oct 2025)
  • [FCA CF] Functions requiring qualifications (17 Oct 2022 to 8 Oct 2025)
• Owen Jonathon Sharp

  IRN OJS01018

  • SMF16 Compliance Oversight (since 25 Aug 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 25 Aug 2023)
• Paul Michael Ollerton

  IRN PMO01057

  • SMF1 Chief Executive (since 1 Jul 2022)
• Raimonds Pikelis

  IRN RIP00003

  • [FCA CF] Functions requiring qualifications (24 Jun 2024 to 31 Aug 2025)
  • [FCA CF] Client dealing (24 Jun 2024 to 31 Aug 2025)

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