Metis Wealth Ltd

• Principal Place of Business

  Brooklands Barn

  Rocky Lane

  Haywards Heath

  West Sussex

  RH16 4RR

  UNITED KINGDOM

  Phone

  +442392231448

  Web

  https://www.metiswealth.co.uk

• Complaints Contact

  Argentis Wealth Management

  5 Lancer House

  Hussar Court

  Westside View

  Waterlooville

  Hampshire

  PO7 7SE

  UNITED KINGDOM

  Phone

  +442392231448

• 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

  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.

• Buy-to-Let Start Date

• Buy-to-Let End Date

• Buy-to-Let Status

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · Limited to debt counselling which is provided in connection with investment advice, buy-to-let mortgages and second charge mortgage.

• 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.

• Alexander Robert Knott

  IRN AXK32974

  • [FCA CF] Material risk taker (since 19 Sep 2025)
  • [FCA CF] Significant management (since 19 Sep 2025)
• Andrew Westenberger

  IRN AXW01618

  • Responsible for Insurance Distribution (since 10 Apr 2026)
  • SMF3 Executive Director (since 1 May 2025)
  • SMF1 Chief Executive (since 1 May 2025)
  • Responsibility for MCD Intermediation (1 May 2025 to 22 Sep 2025)
  • SMF3 Executive Director (5 Sep 2024 to 3 Oct 2024)
• Claire Rebecca Armstrong

  IRN CRM01095

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 23 May 2025)
  • SMF16 Compliance Oversight (since 23 May 2025)
• Daniel Anthony George Moakes

  IRN DAM00073

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Edward John Renwick

  IRN EXR00253

  • SMF3 Executive Director (since 14 May 2025)
• Elizabeth Frances Thomas

  IRN EXT00166

  • Responsible for Insurance Distribution (21 Jul 2023 to 1 Mar 2025)
  • SMF16 Compliance Oversight (21 Jul 2023 to 1 Mar 2025)
  • Responsibility for MCD Intermediation (21 Jul 2023 to 1 Mar 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (21 Jul 2023 to 1 Mar 2025)
• George Robert Delaney

  IRN GRD00014

  • 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
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 11. Pension transfer specialist
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 12 Oct 2022)
  • SMF3 Executive Director (9 Dec 2019 to 12 Oct 2022)
  • CF11 Money Laundering Reporting (31 Oct 2018 to 8 Dec 2019)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 12 Oct 2022)
  • CF1 Director (2 Jul 2013 to 8 Dec 2019)
  • CF30 Customer (2 Jul 2013 to 8 Dec 2019)
• Gordon David Jan Slocombe

  IRN GDS01087

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 12 Oct 2022)
  • CF1 Director (30 Oct 2018 to 8 Dec 2019)
  • CF30 Customer (4 Aug 2014 to 8 Dec 2019)
• Graham John Weller

  IRN GJW00005

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Apr 2025)
  • CF30 Customer (2 Nov 2016 to 8 Dec 2019)
• Harry Bhavnani

  IRN HXB00300

  • SMF3 Executive Director (since 18 Jul 2025)

No changes recorded yet.