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

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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

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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 (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.

• 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

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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.

• Credit Brokering

• 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

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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.

• Frederick Bruce Hale

  IRN FBH01004

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2020)
  • CF30 Customer (26 Mar 2015 to 8 Dec 2019)
• Harry James Ford

  IRN HJF00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Jan 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 5 Jan 2023)
  • CF30 Customer (16 Dec 2015 to 8 Dec 2019)
• Helga Wentworth

  IRN HXW00002

  • CF21 Investment Adviser (8 Jul 2003 to 5 Jan 2004)
• Ian David Campbell

  IRN IDC01051

  • SMF3 Executive Director (since 8 Jul 2025)
• Ian William Hawkes

  IRN IWH01014

  • SMF3 Executive Director (9 Dec 2019 to 1 Jul 2022)
  • SMF1 Chief Executive (9 Dec 2019 to 1 Jul 2022)
  • CF3 Chief Executive (3 Feb 2014 to 8 Dec 2019)
  • CF1 Director (3 Feb 2014 to 8 Dec 2019)
• Ivan Daniel Reffell

  IRN IDR00005

  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 19 Feb 2002)
• Jamie Richard Stanford

  IRN JRS01328

  • 2. Giving personal recommendations on 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (23 Nov 2015 to 17 Apr 2026)
• Jennifer Louise Hampton

  IRN JLC01119

  • 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] Client dealing (since 29 Aug 2023)
  • [FCA CF] Functions requiring qualifications (since 29 Aug 2023)
  • Appointed representative dealing with clients for which they require qualification (since 29 Aug 2023)
  • CF30 Customer (17 Aug 2023 to 17 Apr 2026)
  • [FCA CF] Client dealing (15 Nov 2022 to 15 Dec 2022)
  • Appointed representative dealing with clients for which they require qualification (15 Nov 2022 to 15 Dec 2022)
  • [FCA CF] Functions requiring qualifications (15 Nov 2022 to 15 Dec 2022)
• Jonathan Bareham

  IRN JXB03624

  • CF4 Partner (AR) (10 Oct 2017 to 19 Dec 2024)
• Jonathan Richard Vowles

  IRN JRV01013

  • CF21 Investment Adviser (12 May 2003 to 2 Aug 2004)

• 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.