Macleman Wealth Ltd

• Principal Place of Business

  16 Carron Street

  Nairn

  Highland

  IV12 5SJ

  UNITED KINGDOM

  Phone

  +4407843591942

  Web

  https://www.maclemanwealth.co.uk

• Complaints Contact

  16 Carron Street

  Nairn

  Highland

  IV12 5SJ

  UNITED KINGDOM

  Phone

  +4407843591942

• 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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  • · 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 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

• 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, Structured Deposits, Unit, Warrant

• Debt Advice

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  • · This permission is limited to debt counselling which is provided in connection with investment advice
  • · This permission is limited to debt counselling with no debt management activity

• Consumer Loans

  Show 1 limitation Hide limitations

  • · This permission is limited to the repayment of fees, which is only for regular premium business and no interest or other charges are levied on the lending

• Loan Servicing

• 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

• Lynda Barber

  IRN LXB00006

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 24 Apr 2020)
  • SMF16 Compliance Oversight (9 Dec 2019 to 24 Apr 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2023)
  • SMF3 Executive Director (9 Dec 2019 to 24 Apr 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2023)
  • Responsible for Insurance Distribution (1 Oct 2018 to 24 Apr 2020)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (3 Jan 2006 to 30 Sep 2018)
  • CF21 Investment Adviser (3 Jan 2006 to 31 Oct 2007)
  • CF10 Compliance Oversight (3 Jan 2006 to 8 Dec 2019)
  • CF1 Director (3 Jan 2006 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (3 Jan 2006 to 31 Mar 2009)
  • CF11 Money Laundering Reporting (3 Jan 2006 to 8 Dec 2019)
• Malcolm Lewis Macleman

  IRN MLM01057

  • 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)
  • Responsible for Insurance Distribution (since 20 Jul 2020)
  • SMF3 Executive Director (since 20 Jul 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 20 Jul 2020)
  • SMF16 Compliance Oversight (since 20 Jul 2020)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Olivia Raine

  IRN OXR00064

  • [FCA CF] Client dealing (1 Sep 2023 to 13 Feb 2026)
  • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 13 Feb 2026)
• Peigi Mairi MacCrimmon

  IRN PXM00480

  • 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 7 Jan 2026)
  • [FCA CF] Client dealing (since 7 Jan 2026)

No changes recorded yet.