Integrity Wealth Solutions Limited

• Principal Place of Business

  40 Leadenhall Street

  London

  EC3A 2BJ

  UNITED KINGDOM

  Phone

  +4402074996424

• Complaints Contact

  40 Leadenhall Street

  London

  EC3A 2BJ

  UNITED KINGDOM

  Phone

  +4402074996424

• 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

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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 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

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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 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

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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.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Credit Brokering

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  • · The firm may not broker credit for the purpose of increasing the funds available for investment

• Debt Advice

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  • · This permission is limited to debt counselling which is provided in connection with investment advice, buy-to-let mortgages, residential mortgages, secured and non secured loans and commercial lending

• Loan Servicing

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  • · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement
  • · Limited to lending that is in connection with the repayment of fees which are only for ongoing services or regular premiums

• 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, 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.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · Limited to the provision of credit information services with no credit repair (as defined by 89A (3)(c) and (d) Regulated Activities Order)

• Alexander Ronald Bolton

  IRN ARB01272

  • [FCA CF] Client dealing (1 Jan 2021 to 31 Mar 2023)
  • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 31 Mar 2023)
• Andrea Gertrude Martha Montague

  IRN AGM01167

  • SMF3 Executive Director (since 20 Feb 2026)
  • SMF1 Chief Executive (since 20 Feb 2026)
• Balpreet Dhillon

  IRN BXD00023

  • 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)
• Christopher Jordan

  IRN CXJ00260

  • SMF16 Compliance Oversight (since 1 Aug 2024)
• Daniel Philip Rowberry

  IRN DXR20278

  • 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 (13 Sep 2019 to 8 Dec 2019)
• David William Hawkins

  IRN DWH01070

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 16 Feb 2026)
  • SMF16 Compliance Oversight (9 Dec 2019 to 1 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 4 Jun 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jun 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 11 Mar 2024)
  • Responsible for Insurance Distribution (1 Oct 2018 to 16 Feb 2026)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 30 May 2023)
  • CF10 Compliance Oversight (6 Aug 2013 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (6 Aug 2013 to 8 Dec 2019)
  • Responsible for Insurance Mediation (6 Aug 2013 to 30 Sep 2018)
  • CF1 Director (6 Aug 2013 to 8 Dec 2019)
  • CF30 Customer (6 Aug 2013 to 16 Feb 2026)
• Francessca Margaret Bates

  IRN FMC01054

  • 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 (since 6 Jun 2018)
• Ginette Ellard

  IRN GXE00019

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• James Michael Inglis

  IRN JMI01018

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 21 Feb 2014)
• Martin James Lindsey

  IRN MJL00074

  • 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)
  • 11. Pension transfer specialist
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF1 Director (AR) (since 11 Nov 2013)
  • CF30 Customer (since 6 Aug 2013)
  • SMF1 Chief Executive (9 Dec 2019 to 25 Apr 2023)
  • CF3 Chief Executive (6 Aug 2013 to 8 Dec 2019)
  • CF1 Director (6 Aug 2013 to 8 Dec 2019)

• SFB Wealth Management Ltd (no longer appointed)

  FRN 523996 · Appointed 1 Nov 2013 · Until 13 May 2021

No changes recorded yet.