Magus Private Wealth Limited

• Principal Place of Business

  Endeavour House

  Crawley Business Quarter

  Manor Royal

  Crawley

  West Sussex

  RH10 9LW

  UNITED KINGDOM

  Phone

  +4402031765888

  Web

  https://www.maguswealth.co.uk

• Complaints Contact

  Endeavour House

  Crawley Business Quarter

  Manor Royal

  Crawley

  West Sussex

  RH10 9LW

  UNITED KINGDOM

  Phone

  +4402031765888

• 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: 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

  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.

• 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), 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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

  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.

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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.

• Colin Judd

  IRN CXJ01098

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 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)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 17 Apr 2026)
  • CF21 Investment Adviser (28 Jul 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (19 Jun 2003 to 28 Jul 2004)
• Damien Paul Kearsley

  IRN DPK00006

  • CF21 Investment Adviser (27 Jun 2002 to 23 Aug 2003)
• Dante Paul Peters

  IRN DPP00007

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 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)
  • SMF1 Chief Executive (since 31 Jan 2023)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF4 Partner (AR) (17 Jan 2025 to 17 Apr 2026)
  • CF30 Customer (1 Nov 2007 to 17 Apr 2026)
  • CF11 Money Laundering Reporting (19 Oct 2005 to 3 Sep 2015)
  • CF10 Compliance Oversight (19 Oct 2005 to 3 Sep 2015)
  • CF1 Director (15 Aug 2003 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
• David John Beckman

  IRN DJB01329

  • CF4 Partner (AR) (13 Nov 2013 to 29 Oct 2024)
• David O'Doherty

  IRN DXO00214

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or 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] Functions requiring qualifications (since 24 Feb 2025)
  • [FCA CF] Client dealing (since 24 Feb 2025)
• Diane Margaret Hewett

  IRN DMH00012

  • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2006)
• Douglas Edward Pritchard

  IRN DEP00015

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Aug 2025)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Aug 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Aug 2025)
  • CF4 Partner (AR) (22 Oct 2019 to 19 Mar 2021)
  • CF30 Customer (23 Feb 2018 to 29 Aug 2025)
• Elizabeth Robyn Salter

  IRN EXH00233

  • 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
  • Appointed representative dealing with clients for which they require qualification (since 3 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 3 Oct 2022)
  • [FCA CF] Client dealing (since 3 Oct 2022)
  • CF30 Customer (30 Sep 2022 to 17 Apr 2026)
• Flynn Gray

  IRN FXG00121

  • 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] Functions requiring qualifications (since 16 Feb 2026)
  • [FCA CF] Client dealing (since 16 Feb 2026)
• Francesca Karen Powell

  IRN FKP01000

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Feb 2020)
  • [FCA CF] Client dealing (9 Dec 2019 to 22 Jan 2024)
  • CF30 Customer (14 Dec 2016 to 8 Dec 2019)

• Wilder Coe Financial Planning LLP

  FRN 506776 · Appointed 10 Sep 2009

• Magus Professional Partners LLP

  FRN 500360 · Appointed 1 May 2009

• Magus Insurance Services Ltd (no longer appointed)

  FRN 417498 · Appointed 10 Dec 2004 · Until 31 Mar 2008

No changes recorded yet.