Inspire Wealth Ltd

• Principal Place of Business

  2 Ensign House

  Parkway Court

  Longbridge Road

  Plymouth

  Devon

  PL6 8LR

  UNITED KINGDOM

  Phone

  +4401752651012

  Web

  https://www.inspire-wealth.co.uk

• Complaints Contact

  2 Ensign House, Parkway Court

  Longbridge Road

  Plymouth

  Devon

  PL6 8LR

  UNITED KINGDOM

  Phone

  +4401752651012

• P2P Lending Advice

  For 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

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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 Advice (no pensions)

  For 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

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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.

• 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 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

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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.

• Investment Setup

  For 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

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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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Stakeholder pension scheme, 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.

• Charlene Andrews

  IRN CXA00432

  • [PRA CF] Significant risk taker or Material risk taker (since 21 Aug 2025)
• Christopher John Scawn

  IRN CJS01284

  • [FCA CF] Client dealing (9 Dec 2019 to 28 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Sep 2025)
  • CF30 Customer (31 Jul 2015 to 8 Dec 2019)
• Grant Martin Lymer

  IRN GXL09469

  • [FCA CF] Client dealing (9 Dec 2019 to 2 Aug 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Aug 2024)
  • CF30 Customer (1 Jan 2019 to 8 Dec 2019)
• Lee John Chivers

  IRN LXC00535

  • 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)
  • 8. Giving personal recommendations on investments in the course of corporate finance business
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2023)
  • [FCA CF] Client dealing (since 1 Oct 2023)
• Marcus Brown

  IRN MXB00287

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 8. Giving personal recommendations on investments in the course of corporate finance business
  • 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 (16 May 2013 to 8 Dec 2019)
• Olya Edwards

  IRN OXE00013

  • [FCA CF] Client dealing (1 Oct 2024 to 21 Mar 2025)
  • [FCA CF] Functions requiring qualifications (1 Oct 2024 to 21 Mar 2025)
• Peter Donald Williams

  IRN PDW00021

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF11 Money Laundering Reporting (21 Jun 2012 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 Apr 2007 to 8 Dec 2019)
  • CF1 Director (2 Apr 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
  • Responsible for Insurance Mediation (2 Apr 2007 to 30 Sep 2018)
• Rachel Ann Ball

  IRN RXB01040

  • 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)
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • 8. Giving personal recommendations on investments in the course of corporate finance business
  • [FCA CF] Functions requiring qualifications (since 28 Mar 2025)
  • [FCA CF] Client dealing (since 28 Mar 2025)
• Richard Colin Franklin

  IRN RCF01030

  • CF30 Customer (1 Nov 2007 to 1 Apr 2008)
  • CF8 Apportionment and Oversight (2 Apr 2007 to 1 Apr 2008)
  • CF1 Director (2 Apr 2007 to 1 Apr 2008)
  • CF11 Money Laundering Reporting (2 Apr 2007 to 1 Apr 2008)
  • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)

• Charles Edward Taylor (no longer appointed)

  FRN 515188 · Appointed 23 Dec 2009 · Until 16 Aug 2016

• Accountants South West Ltd (no longer appointed)

  FRN 480546 · Appointed 18 Mar 2008 · Until 16 Aug 2016

• Barkers Chartered Accountants (no longer appointed)

  FRN 480545 · Appointed 18 Mar 2008 · Until 16 Aug 2016

• Franklins Accountants LLP (no longer appointed)

  FRN 466557 · Appointed 12 Apr 2007 · Until 16 Aug 2016

No changes recorded yet.