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.

• Mahesh Gadhvi

  IRN MXG00137

  • CF21 Investment Adviser (2 Feb 2004 to 2 Oct 2007)
• Mark Radford

  IRN MXR01310

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Aug 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Aug 2025)
  • CF30 Customer (11 Jul 2017 to 8 Dec 2019)
• Martin Philip Davison

  IRN MPD00049

  • CF21 Investment Adviser (27 May 2002 to 31 Jan 2006)
• Matthew Charles David Horder

  IRN MCH00036

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Sep 2025)
  • CF30 Customer (5 Aug 2016 to 8 Dec 2019)
• Matthew James Knight

  IRN MXK00776

  • 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 10 Jan 2025)
  • [FCA CF] Client dealing (since 10 Jan 2025)
• Michael Charles McClelland Aitken

  IRN MCA00017

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF4 Partner (AR) (10 Feb 2025 to 17 Apr 2026)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Sep 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 11 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Sep 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 27 Jan 2022)
  • CF30 Customer (1 Nov 2007 to 11 Sep 2025)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF10 Compliance Oversight (11 Oct 2004 to 14 Oct 2005)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 14 Oct 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Michael Erik Loveland Lawrence

  IRN MEL01035

  • CF22 Investment Adviser (Trainee) (31 Jul 2002 to 1 Dec 2003)
• Neale Andrew Hayter

  IRN NAH00032

  • CF21 Investment Adviser (21 May 2002 to 26 Jul 2002)
• Neil Francis Keith Johnson

  IRN NXJ01080

  • CF4 Partner (AR) (11 Jun 2013 to 29 Oct 2024)
• Nigel Patrick Bollig

  IRN NPB00007

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Dec 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Dec 2023)
  • CF30 Customer (21 Mar 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.