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.

• John Robert Timothy Ruddick

  IRN JXR00075

  • [FCA CF] Manager of certification employee (25 Feb 2025 to 11 Feb 2026)
  • SMF3 Executive Director (9 Dec 2019 to 28 May 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 25 Feb 2025)
  • SMF16 Compliance Oversight (9 Dec 2019 to 25 Feb 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 28 May 2024)
  • Responsibility for MCD Intermediation (9 Jan 2017 to 28 May 2024)
  • Responsible for Insurance Mediation (9 Jan 2017 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (9 Mar 2016 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (9 Mar 2016 to 8 Dec 2019)
  • CF10 Compliance Oversight (9 Mar 2016 to 8 Dec 2019)
  • CF1 Director (9 Mar 2016 to 8 Dec 2019)
• Jonathan Hearn

  IRN JXH00239

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 28 May 2024)
  • CF30 Customer (9 Mar 2016 to 8 Dec 2019)
  • CF1 Director (9 Mar 2016 to 8 Dec 2019)
• Joseph Howard Fisher

  IRN JXF00487

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Mar 2023)
  • [FCA CF] Client dealing (since 9 Mar 2023)
• Julie Helen Gray

  IRN JHG01066

  • 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)
• Leigh Elizabeth Townsley

  IRN LET01016

  • 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)
• Malcolm Alan Sutheran

  IRN MXS00207

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Jun 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Jun 2022)
  • CF30 Customer (7 Apr 2017 to 8 Dec 2019)
• Mark Alexander McKenzie

  IRN MAM01305

  • 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 23 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
  • [FCA CF] Client dealing (since 23 Jan 2026)
• Martin James Hendry

  IRN MXH06322

  • 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)
  • 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)
• Martin Paul Crutchley

  IRN MPC00009

  • 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)
  • CF30 Customer (11 Apr 2017 to 8 Dec 2019)
• Michael Carter

  IRN MXC00130

  • 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.