Knightsbridge Wealth Management (NI) Ltd

• Principal Place of Business

  Knightsbridge Wealth Management

  12B Clarendon Road

  Belfast

  Northern Ireland

  BT1 3BG

  UNITED KINGDOM

  Phone

  +4402890382744

  Web

  https://www.knightsbridgewm.com

• Complaints Contact

  Knightsbridge Wealth Management

  12B Clarendon Road

  Belfast

  Northern Ireland

  BT1 3BG

  UNITED KINGDOM

  Phone

  +4402890382744

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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 Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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), 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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), 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• 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), 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.

• Patricia Ann Newell

  IRN PAN01086

  • CF30 Customer (3 Oct 2016 to 30 Apr 2017)
• Richard Storey

  IRN RXS00630

  • [FCA CF] Functions requiring qualifications (2 Mar 2022 to 22 Jul 2022)
  • [FCA CF] Client dealing (2 Mar 2022 to 22 Jul 2022)
• Sean Alexander Barrett

  IRN SAB01245

  • Responsibility for MCD Intermediation (since 11 Jan 2025)
  • SMF3 Executive Director (since 11 Jan 2025)
  • [FCA CF] Functions requiring qualifications (28 Feb 2025 to 18 Mar 2025)
  • [FCA CF] Client dealing (28 Feb 2025 to 18 Mar 2025)

No changes recorded yet.