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

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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.

• 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.

• Mark Andrew Newton

  IRN MAN00017

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2021)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2021)
  • CF30 Customer (19 Dec 2016 to 31 Mar 2021)
• Najinder Singh Devgun

  IRN NXD00156

  • CF30 Customer (8 Sep 2021 to 13 Oct 2023)
  • [FCA CF] Client dealing (8 Sep 2021 to 13 Oct 2023)
  • Appointed representative dealing with clients for which they require qualification (8 Sep 2021 to 13 Oct 2023)
• Neil Oliver Rushton

  IRN NOR01003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF3 Chief Executive (AR) (since 10 Mar 2026)
  • SMF1 Chief Executive (since 20 Feb 2026)
  • Responsible for Insurance Distribution (since 20 Feb 2026)
  • [FCA CF] Client dealing (since 4 Jun 2025)
  • CF30 Customer (since 4 Jun 2025)
  • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
• Nicholas Webb

  IRN NAW00025

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 20 Nov 2023)
  • [FCA CF] Client dealing (since 20 Nov 2023)
  • Appointed representative dealing with clients for which they require qualification (since 20 Nov 2023)
  • CF2 Non Executive Director (AR) (8 Jun 2024 to 11 Jun 2024)
  • CF1 Director (AR) (14 Jan 2024 to 16 Mar 2026)
• Rajat Sharma

  IRN RXS01786

  • SMF3 Executive Director (since 8 Apr 2026)
• Richard Butterfield

  IRN RPB00002

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2020)
  • Appointed representative dealing with clients for which they require qualification (since 12 Sep 2020)
  • CF30 Customer (since 11 Oct 2016)
  • SMF16 Compliance Oversight (9 Dec 2019 to 23 Jan 2024)
  • SMF3 Executive Director (9 Dec 2019 to 23 Jan 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 23 Jan 2024)
  • Responsible for Insurance Distribution (1 Oct 2018 to 23 Jan 2024)
  • CF1 Director (AR) (19 Dec 2016 to 23 Apr 2025)
  • CF1 Director (11 Oct 2016 to 8 Dec 2019)
  • Responsible for Insurance Mediation (11 Oct 2016 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (11 Oct 2016 to 8 Dec 2019)
  • CF10 Compliance Oversight (11 Oct 2016 to 8 Dec 2019)
  • Responsibility for MCD Intermediation (11 Oct 2016 to 28 Jun 2022)
• Richard Stock

  IRN RXS00610

  • CF30 Customer (20 Nov 2023 to 28 Nov 2025)
• Richard Wilkinson

  IRN RXW00194

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 21 Oct 2024)
  • Appointed representative dealing with clients for which they require qualification (since 21 Oct 2024)
  • CF30 Customer (since 21 Oct 2024)
• Ross Calum Mackenzie MacLeod

  IRN RXM00874

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 12 Dec 2025)
  • [FCA CF] Client dealing (since 12 Dec 2025)
  • CF30 Customer (since 12 Dec 2025)
• Sumeet Thapar

  IRN SXT00608

  • SMF3 Executive Director (22 Nov 2023 to 3 Oct 2025)
  • CF1 Director (AR) (20 Nov 2023 to 3 Oct 2025)

• Liberate Wealth (Taunton) Limited

  FRN 580191 · Appointed 20 Nov 2023

• Liberate Wealth (Thornton) Limited

  FRN 622855 · Appointed 7 Dec 2016

No changes recorded yet.