Partners Wealth Management Solutions Limited

• Principal Place of Business

  Partners Wealth Management Solutions Limited

  1 Angel Court

  London

  EC2R 7HJ

  UNITED KINGDOM

  Phone

  +4401675446500

  Web

  https://partnerswealthmanagement.co.uk

• Complaints Contact

  Partners Wealth Management

  Angel Court

  London

  EC2R 7HJ

  UNITED KINGDOM

  Phone

  +442038238869

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

  Show 2 limitations 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.
  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

• Investment Advice (no pensions)

  For Commercial, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, 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 Mayo Stephen-Haynes

  IRN AXS00611

  • [FCA CF] Client dealing (1 Mar 2021 to 15 Jul 2025)
  • [FCA CF] Functions requiring qualifications (1 Mar 2021 to 15 Jul 2025)
• Andrew James Ferguson Reynolds

  IRN AJR01414

  • CF30 Customer (11 Apr 2017 to 11 Jun 2018)
• Antony John Riley

  IRN AJR01329

  • [FCA CF] Manager of certification employee (since 31 Mar 2026)
• Benjamin Mark Brayshay

  IRN BXB08615

  • CF30 Customer (3 Dec 2018 to 8 Dec 2019)
• Christopher Thomas

  IRN CXT00406

  • 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] Client dealing (since 30 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 30 Jun 2025)
• Craig Scott Hendry

  IRN CSH01048

  • 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
  • [FCA CF] Client dealing (since 23 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
  • [FCA CF] Manager of certification employee (since 23 Jan 2026)
  • [FCA CF] Significant management (since 23 Jan 2026)
• David Kenneth Fleet

  IRN DKF01010

  • 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
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 28 May 2024)
  • CF1 Director (9 Mar 2016 to 8 Dec 2019)
  • CF30 Customer (9 Mar 2016 to 8 Dec 2019)
• Dean Proctor

  IRN DMP01108

  • Responsibility for MCD Intermediation (since 16 May 2024)
  • SMF3 Executive Director (since 16 May 2024)
• Debra Gwendoline Lavender

  IRN DGL00016

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 5 Dec 2025)
• Duncan Fernie

  IRN DXF12449

  • 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
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
  • [FCA CF] Client dealing (since 23 Jan 2026)

No changes recorded yet.