GRANGE WEALTH MANAGEMENT LTD.

Date authorised
1 December 2014
Companies House
SC435184
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    16 Coltbridge Avenue
    Edinburgh
    Midlothian
    EH12 6AH
    UNITED KINGDOM
    Phone
    +441313468746
    Web
    https://www.grangewealth.co.uk

  • Complaints Contact

    16 Coltbridge Avenue
    Edinburgh
    Midlothian
    EH12 6AH
    UNITED KINGDOM
    Phone
    +441313468746

What this firm is allowed to do

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

  • 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 2 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 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

  • Authorised to Operate

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

    Show 1 limitation
    • · 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, Unit, Warrant

  • 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

Approved individuals

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

  • Grant Matthew Devine

    IRN GMD00002

    • CF30 Customer (26 Sep 2017 to 8 Dec 2019)
  • James McIntosh

    IRN JXM00031

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Aug 2021)
    • Responsible for Insurance Distribution (since 16 Jul 2021)
    • [FCA CF] Client dealing (since 2 Dec 2020)
    • [FCA CF] Functions requiring qualifications (since 2 Dec 2020)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • CF10 Compliance Oversight (1 Dec 2014 to 8 Dec 2019)
    • CF30 Customer (1 Dec 2014 to 8 Dec 2019)
    • CF1 Director (1 Dec 2014 to 8 Dec 2019)
  • Paul Rollo Scobie

    IRN PRS00004

    • [FCA CF] Functions requiring qualifications (2 Dec 2020 to 3 Jun 2021)
    • [FCA CF] Client dealing (2 Dec 2020 to 3 Jun 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 3 Jun 2021)
    • SMF3 Executive Director (9 Dec 2019 to 3 Jun 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 3 Jun 2021)
    • CF30 Customer (1 Dec 2014 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Dec 2014 to 30 Sep 2018)
    • CF1 Director (1 Dec 2014 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Dec 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.