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

  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.

• Nirav Patel

  IRN NXP01282

  • CF21 Investment Adviser (26 Sep 2006 to 29 Jan 2007)
  • CF22 Investment Adviser (Trainee) (4 Aug 2006 to 26 Sep 2006)
• Osman Aziz Edoo

  IRN OAE01007

  • CF30 Customer (11 Apr 2012 to 19 Sep 2012)
• Penina Shepherd

  IRN PXS02089

  • CF4 Partner (AR) (9 Dec 2010 to 13 Jun 2023)
• Peter Michael Summerbee

  IRN PMS01127

  • CF10 Compliance Oversight (15 Sep 2003 to 8 Oct 2004)
• Richard John Bryant

  IRN RXB00129

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2021)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Sep 2021)
  • CF30 Customer (18 Jul 2012 to 30 Sep 2021)
• Richard Walter Whitmarsh

  IRN RWW00029

  • CF30 Customer (2 Nov 2017 to 4 Feb 2019)
• Robert Aaron Bradman

  IRN RXB00484

  • CF4 Partner (AR) (since 22 Jul 2021)
• Robert Michael Coe

  IRN RMC01138

  • CF4 Partner (AR) (18 Sep 2009 to 23 Jul 2021)
• Robin Nicholas Clarke

  IRN RNC00012

  • CF30 Customer (1 Nov 2007 to 3 Dec 2007)
  • CF21 Investment Adviser (4 Jul 2002 to 31 Oct 2007)
• Sharon Marie Taylor

  IRN SMT01118

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (9 Oct 2013 to 17 Apr 2026)

• 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.