Gracechurch Wealth Management LLP

• Principal Place of Business

  E F X House

  1 Boycott Avenue

  Oldbrook

  Milton Keynes

  MK6 2RW

  UNITED KINGDOM

  Phone

  +4401908209220

  Web

  https://gracechurchwm.com

• Complaints Contact

  E F X House

  1 Boycott Avenue

  Oldbrook

  Milton Keynes

  MK6 2RW

  UNITED KINGDOM

  Phone

  +441908209220

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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

  • · 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

  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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

  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.

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, 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.

• Michael Harry James

  IRN MHJ00004

  • CF30 Customer (1 Nov 2007 to 31 May 2010)
  • CF21 Investment Adviser (21 Dec 2006 to 31 Oct 2007)
• Monish Vadgama

  IRN MXV01421

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (11 Apr 2016 to 8 Dec 2019)
• Paul Darren Winfield

  IRN PDW00023

  • CF30 Customer (1 Nov 2007 to 31 May 2010)
  • CF22 Investment Adviser (Trainee) (20 Dec 2006 to 31 Oct 2007)
• Peter Nichols

  IRN PXN00017

  • CF4 Partner (2 Oct 2006 to 20 Dec 2011)
• Richard Alastair Charles McArthur

  IRN RAM01146

  • CF30 Customer (3 Dec 2007 to 22 Feb 2010)
• Richard Hugh Lawrance

  IRN RHL01031

  • 11. Pension transfer specialist
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 2 Sep 2011)
• Robert Daniel Branfield

  IRN RXB73651

  • CF30 Customer (5 Sep 2022 to 3 Nov 2023)
  • [FCA CF] Functions requiring qualifications (30 Aug 2022 to 3 Nov 2023)
  • [FCA CF] Client dealing (30 Aug 2022 to 3 Nov 2023)
• Robert Miles Dearing

  IRN RMD01101

  • CF4 Partner (15 Jul 2009 to 20 Dec 2011)
• Robin Bone

  IRN RXB00060

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (since 1 Nov 2007)
  • CF21 Investment Adviser (9 Oct 2006 to 31 Oct 2007)
• Sarah Farrell

  IRN SXF00585

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 29 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 29 Jan 2026)

• Magma Wealth Management Limited

  FRN 572383 · Appointed 10 Jan 2012

• Parrish Wealth Management Limited (no longer appointed)

  FRN 574472 · Appointed 3 Feb 2012 · Until 21 Sep 2018

• Chancery Alliance LLP (no longer appointed)

  FRN 532736 · Appointed 1 Oct 2010 · Until 19 Dec 2011

No changes recorded yet.