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.

• Duncan Richard Walker

  IRN DXW24499

  • SMF3 Executive Director (since 15 May 2024)
  • Responsible for Insurance Distribution (since 15 May 2024)
• Faye Louise Brown

  IRN FLG00005

  • [FCA CF] Manager of certification employee (since 16 Jun 2023)
• Fiona Oliver

  IRN FAO01003

  • [FCA CF] Significant management (since 24 Jul 2025)
• Furzanah Ahmed Mann

  IRN FAM01054

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 7 Jan 2022)
  • [FCA CF] Client dealing (since 7 Jan 2022)
• Gemma Rose Hunt

  IRN GXH00182

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Graham Burnett

  IRN GXB01362

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 2 Feb 2026)
  • [FCA CF] Manager of certification employee (since 2 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 2 Feb 2026)
• Gregory Neil Young

  IRN GNY00002

  • [FCA CF] Significant management (since 24 Jul 2025)
• James Lloyd

  IRN JXL00939

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 6 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 6 Jun 2025)
• Janakan Sivananthan

  IRN JXS00928

  • SMF16 Compliance Oversight (since 25 Feb 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 25 Feb 2025)
  • SMF3 Executive Director (since 1 Nov 2024)
• Jennifer Margaret Duncan

  IRN JMD01204

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

No changes recorded yet.