Liberate Wealth Solutions Limited

• Principal Place of Business

  Suite N15 Radius

  One City West

  Gelderd Road

  Leeds

  LS12 6NJ

  UNITED KINGDOM

  Phone

  +4402071849700

  Web

  https://liberatewealth.co.uk

• Complaints Contact

  Liberate Wealth Ltd, 41-43 Maddox Street

  London

  Westminster

  W1S 2PD

  UNITED KINGDOM

  Phone

  +4402071849700

• 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, 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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• 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

  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.

• Andrew Mayne

  IRN ADM00046

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 20 Nov 2023)
  • Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
  • [FCA CF] Client dealing (since 20 Nov 2023)
• Brian Roy Hallam

  IRN BRH00001

  • CF30 Customer (26 Jun 2017 to 31 May 2019)
• David Victor Dixon

  IRN DVD00002

  • [FCA CF] Client dealing (9 Dec 2019 to 1 May 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 May 2024)
  • SMF3 Executive Director (9 Dec 2019 to 13 Nov 2023)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
  • CF30 Customer (11 Oct 2016 to 1 May 2024)
• Gemma Louise Davey

  IRN GLW01051

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 13 Jan 2026)
  • Appointed representative dealing with clients for which they require qualification (since 13 Jan 2026)
  • CF30 Customer (since 13 Jan 2026)
• Ian Charles Stone

  IRN ICS01058

  • SMF17 Money Laundering Reporting Officer (MLRO) (21 Nov 2023 to 19 Dec 2025)
  • SMF16 Compliance Oversight (21 Nov 2023 to 19 Dec 2025)
• Jelena Savonina

  IRN JXS03837

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 16 May 2018)
  • SMF3 Executive Director (2 Feb 2021 to 23 Jan 2024)
  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 2 Feb 2021)
  • CF1 Director (AR) (16 May 2018 to 30 Mar 2026)
• Jonathan Dyson

  IRN JXD01599

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 19 Dec 2016)
• Karl Wareing

  IRN KSW00004

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 19 Dec 2016)
• Louisa Emily Williams

  IRN LET01015

  • SMF16 Compliance Oversight (since 17 Feb 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 17 Feb 2026)
• Mark Alan Howlett

  IRN MAH00031

  • CF1 Director (AR) (20 Mar 2024 to 20 Feb 2026)
  • Responsible for Insurance Distribution (20 Nov 2023 to 20 Feb 2026)
  • CF3 Chief Executive (AR) (20 Nov 2023 to 20 Feb 2026)
  • SMF1 Chief Executive (20 Nov 2023 to 20 Feb 2026)
  • SMF3 Executive Director (20 Nov 2023 to 20 Feb 2026)

• Liberate Wealth (Taunton) Limited

  FRN 580191 · Appointed 20 Nov 2023

• Liberate Wealth (Thornton) Limited

  FRN 622855 · Appointed 7 Dec 2016

No changes recorded yet.