MENZIES WEALTH MANAGEMENT LIMITED

• Principal Place of Business

  4th Floor

  95 Gresham Street

  London

  EC2V 7AB

  UNITED KINGDOM

  Phone

  +4402074651980

  Web

  https://www.menzieswm.co.uk

• Complaints Contact

  4th Floor

  95 Gresham Street

  London

  EC2V 7AB

  UNITED KINGDOM

  Phone

  +4402074651980

• 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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  • · 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.

• 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.

• Adam Scott Jarrett

  IRN ASJ01066

  • CF30 Customer (10 Aug 2015 to 10 Mar 2017)
• Alpa Dodia

  IRN AXD01627

  • CF30 Customer (4 Nov 2009 to 7 Dec 2010)
• Amy Louise MacKinnon

  IRN AXM12765

  • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 30 Jan 2026)
  • [FCA CF] Client dealing (1 Jul 2024 to 30 Jan 2026)
• Anastasia Bugrova

  IRN AXB04685

  • 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 11 Aug 2025)
• Andrew Gordon Johnstone

  IRN AXJ01160

  • CF30 Customer (4 Nov 2009 to 28 Mar 2013)
• Andrew Jonathan Tricker

  IRN AJT00011

  • CF30 Customer (9 Mar 2009 to 18 Oct 2017)
• Andrew Mark Hookway

  IRN AMH01259

  • CF1 Director (24 Jun 2011 to 31 Jul 2018)
• Benjamin Jonathan Simpson

  IRN BJS01145

  • CF1 Director (AR) (10 Mar 2021 to 30 Jun 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2021)
  • SMF3 Executive Director (9 Dec 2019 to 30 Jun 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2021)
  • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 30 Jun 2021)
  • CF30 Customer (10 Oct 2017 to 30 Jun 2021)
  • Responsible for Insurance Mediation (31 Jan 2014 to 30 Sep 2018)
  • CF10 Compliance Oversight (31 Jan 2014 to 10 Mar 2017)
  • CF1 Director (29 Aug 2012 to 8 Dec 2019)
• Catherine Ann Street

  IRN CXH01766

  • CF30 Customer (11 Nov 2011 to 2 Mar 2012)
• Charlotte Diana French

  IRN CDF01026

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Mar 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 12 Mar 2021)
  • CF30 Customer (11 Aug 2016 to 8 Dec 2019)

• Menzies Employee Benefits Limited

  FRN 506967 · Appointed 10 Oct 2019

No changes recorded yet.