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

  Show 2 limitations Hide limitations

  • · 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.

• Ian Baxter

  IRN IXB00057

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Ian David Gladman

  IRN IDG01015

  • SMF1 Chief Executive (5 Sep 2024 to 3 Feb 2025)
  • Responsibility for MCD Intermediation (5 Sep 2024 to 3 Feb 2025)
• Joel Peter Wormald

  IRN JPW01136

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (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 (15 Apr 2015 to 8 Dec 2019)
• John David White

  IRN JDW01100

  • Responsibility for MCD Intermediation (7 Nov 2022 to 17 Jun 2024)
  • Responsible for Insurance Distribution (7 Nov 2022 to 17 Jun 2024)
  • SMF3 Executive Director (7 Nov 2022 to 17 Jun 2024)
• Lisa Butler

  IRN LXB00838

  • [FCA CF] Manager of certification employee (since 19 Sep 2025)
• Lisa Elaine Nicholson

  IRN LEN01010

  • SMF17 Money Laundering Reporting Officer (MLRO) (7 Nov 2022 to 23 May 2023)
  • SMF16 Compliance Oversight (7 Nov 2022 to 23 May 2023)
• Matthew James Carey

  IRN MJC01386

  • [FCA CF] Significant management (since 23 Oct 2025)
• Matthew Paul Hills

  IRN MPH01171

  • [FCA CF] Significant management (since 17 Dec 2025)
  • SMF3 Executive Director (7 Nov 2022 to 16 Dec 2025)
• Michael Alexander Smits

  IRN MAS01641

  • 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
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (19 Apr 2017 to 8 Dec 2019)
• Michael William Stallion

  IRN MWS01075

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

No changes recorded yet.