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.

• Mohammed Nadeem

  IRN MXN00146

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 7 Sep 2022)
• Nadia Johnstone-Smith

  IRN NXS53573

  • 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] Functions requiring qualifications (since 21 Jul 2025)
  • [FCA CF] Client dealing (since 21 Jul 2025)
• Naomi Elizabeth Fielder

  IRN NXF16281

  • CF30 Customer (1 Aug 2019 to 22 Aug 2019)
• Nathan Daniel Pitt

  IRN NDP01059

  • [FCA CF] Functions requiring qualifications (7 Jan 2022 to 31 Mar 2025)
  • [FCA CF] Client dealing (7 Jan 2022 to 31 Mar 2025)
• Philip Simon Warren

  IRN PSW00011

  • 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)
• Phillip Edward Jefferies

  IRN PEJ01038

  • 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)
  • CF30 Customer (7 Apr 2017 to 8 Dec 2019)
• Robert James Chisholm

  IRN RXC00182

  • 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)
• Robert John Kenyon

  IRN RJK01109

  • 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 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)
• Rory Buchanan Brand

  IRN RBB01072

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Client dealing (since 23 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 23 Jan 2026)
• Stephen Patrick Thomas Mulligan

  IRN SPM01162

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Oct 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 21 Oct 2024)
  • CF30 Customer (11 Apr 2017 to 8 Dec 2019)

No changes recorded yet.