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.

• Natalie Kempster

  IRN NXH01387

  • SMF3 Executive Director (27 Sep 2024 to 7 Apr 2025)
• Nathan James Faraday

  IRN NXF00153

  • 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
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 15 May 2023)
  • [FCA CF] Client dealing (since 15 May 2023)
• Paul Douglas White

  IRN PDW00045

  • SMF3 Executive Director (since 14 May 2025)
• Philip David Leedham

  IRN PDL00015

  • [FCA CF] Significant management (since 5 Jan 2026)
• Ross Bennewith

  IRN RXB01153

  • [FCA CF] Significant management (since 5 Jan 2026)
• Samantha Chanell

  IRN SXC03136

  • [FCA CF] Material risk taker (since 19 Sep 2025)
  • [FCA CF] Significant management (since 19 Sep 2025)
• Simon Charles Farrant

  IRN SCF00008

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

  IRN SJA00040

  • 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
  • 11. Pension transfer specialist
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 22 Dec 2025)
  • [FCA CF] Client dealing (since 22 Dec 2025)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 12 Oct 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 12 Oct 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 12 Oct 2022)
  • CF11 Money Laundering Reporting (2 Jul 2013 to 18 Mar 2019)
  • Responsible for Insurance Mediation (2 Jul 2013 to 30 Sep 2018)
  • CF1 Director (2 Jul 2013 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 Jul 2013 to 8 Dec 2019)
  • CF30 Customer (2 Jul 2013 to 8 Dec 2019)
• Simon John Waters

  IRN SJW01388

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

  IRN SXS05710

  • [FCA CF] Material risk taker (since 17 Nov 2025)
  • [FCA CF] Significant management (since 19 Sep 2025)

No changes recorded yet.