Global Wealth Management Solutions LLP

Date authorised
4 September 2015
Companies House
OC358947
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Furl Close
    Maids Moreton
    Buckingham
    Buckinghamshire
    MK18 1EF
    UNITED KINGDOM
    Phone
    +441525862441
    Web
    https://www.globalwms.com

  • Complaints Contact

    2 Furl Close
    Maids Moreton
    Buckingham
    Buckinghamshire
    MK18 1EF
    UNITED KINGDOM
    Phone
    +441525862441

What this firm is allowed to do

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

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Share, 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 Setup

    For Eligible Counterparty, Professional, Share, 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • David Parker

    IRN DXP02077

    • [FCA CF] Client dealing (since 16 May 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF27 Partner (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • CF30 Customer (4 Sep 2015 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (4 Sep 2015 to 8 Dec 2019)
    • CF4 Partner (4 Sep 2015 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Sep 2015 to 8 Dec 2019)
  • Dawn Parker

    IRN DXP45602

    • SMF27 Partner (since 8 Aug 2025)
  • Sally Ann Fletcher

    IRN SAF01149

    • [FCA CF] Client dealing (1 Mar 2021 to 8 Aug 2025)
    • SMF27 Partner (9 Dec 2019 to 8 Aug 2025)
    • CF4 Partner (4 Sep 2015 to 8 Dec 2019)
    • CF30 Customer (4 Sep 2015 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.