Global WealthMAP Ltd

• Principal Place of Business

  1 King William Street

  London

  EC4N 7AF

  UNITED KINGDOM

  Phone

  +442038908211

  Web

  https://www.globalwealthmap.com

• Complaints Contact

  1 King William Street

  London

  EC4N 7AF

  UNITED KINGDOM

  Phone

  +447886027600

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, 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

  Show 1 limitation Hide limitations

  • · 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 Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Structured Deposits, Unit

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Commercial, Retail (Non-Investment Insurance)

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Structured Deposits, Unit

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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), Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Share, Stakeholder pension scheme, Structured Deposits, Unit

• Andrew Crossman

  IRN AXC00010

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 21 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 28 Aug 2020)
  • [FCA CF] Client dealing (since 28 Aug 2020)
• Claire Taylor

  IRN CXL77607

  • [FCA CF] Functions requiring qualifications (5 Dec 2023 to 31 Jul 2024)
  • [FCA CF] Client dealing (5 Dec 2023 to 31 Jul 2024)
• Darryl Jason James Brock

  IRN DXB00646

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 5 May 2022)
  • [FCA CF] Client dealing (since 5 May 2022)
• David te Brake

  IRN DXT00200

  • CF1 Director (AR) (10 Oct 2023 to 29 May 2025)
  • [FCA CF] Client dealing (23 Dec 2021 to 27 May 2025)
  • CF30 Customer (23 Dec 2021 to 29 May 2025)
• Donia Dimov

  IRN DXD01618

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 24 Sep 2019)
• Evangelista Mota

  IRN EXM00157

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 13 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 8 Nov 2021)
  • [FCA CF] Client dealing (since 8 Nov 2021)
• Gary Wayne Clayton

  IRN GWC01052

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Jun 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 1 Nov 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 1 Nov 2024)
  • SMF3 Executive Director (9 Dec 2019 to 7 Jun 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Jun 2025)
  • CF10 Compliance Oversight (19 Sep 2019 to 8 Dec 2019)
  • CF30 Customer (19 Sep 2019 to 7 Jun 2025)
  • Responsible for Insurance Distribution (19 Sep 2019 to 5 Nov 2024)
  • CF11 Money Laundering Reporting (19 Sep 2019 to 8 Dec 2019)
  • CF1 Director (19 Sep 2019 to 8 Dec 2019)
• George Richard Moorey-Denham

  IRN GRD00030

  • [FCA CF] Client dealing (28 Aug 2020 to 22 Jan 2021)
  • [FCA CF] Functions requiring qualifications (28 Aug 2020 to 22 Jan 2021)
• Jake Mills

  IRN JXM00848

  • CF30 Customer (since 17 Jan 2025)
• Joshua James Golding

  IRN JXG13826

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • CF1 Director (AR) (since 4 Nov 2025)
  • SMF3 Executive Director (since 30 Oct 2025)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 26 Sep 2019)

• James McKenzie Financial Planning Ltd

  FRN 802432 · Appointed 27 Nov 2019

• Anchor Private Clients (UK) Limited (no longer appointed)

  FRN 956802 · Appointed 13 Aug 2021 · Until 29 May 2025

No changes recorded yet.