Partridge Muir & Warren Limited

• Principal Place of Business

  Partridge Muir & Warren

  Aissela

  46 High Street

  Esher

  Surrey

  KT10 9QY

  UNITED KINGDOM

  Phone

  +441372471550

  Web

  https://www.pmw.co.uk

• Complaints Contact

  Partridge Muir & Warren Ltd

  Aissela

  46 High Street

  Esher

  Surrey

  KT10 9QY

  UNITED KINGDOM

  Phone

  +441372471550

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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

  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, 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.

• 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, 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.

• Alan Berrecloth

  IRN AXB00040

  • CF21 Investment Adviser (1 Dec 2001 to 31 May 2005)
• Andrew Jonathan Tricker

  IRN AJT00011

  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2004)
• Angel Manuel Rana Noya

  IRN AMR01092

  • CF30 Customer (14 Mar 2017 to 3 Apr 2018)
• Angela Jane Stevenson

  IRN AJS01373

  • CF30 Customer (1 Apr 2012 to 27 Oct 2017)
• Anthony Rogers

  IRN AXR00021

  • CF30 Customer (31 Mar 2008 to 30 Dec 2015)
  • CF21 Investment Adviser (1 Dec 2001 to 14 Mar 2003)
• Arnold William Blakemore

  IRN AXB04834

  • 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 2 Feb 2026)
  • [FCA CF] Client dealing (since 2 Feb 2026)
• Ashley Stuart Powles

  IRN ASP01105

  • [FCA CF] Client dealing (9 Dec 2019 to 26 Sep 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Sep 2024)
  • CF30 Customer (4 Apr 2018 to 8 Dec 2019)
• Carole Ann Maeers

  IRN CAM00020

  • CF30 Customer (4 Apr 2011 to 1 Mar 2019)
• Christopher Mark Lee

  IRN CML01028

  • [FCA CF] Client dealing (5 Jul 2023 to 27 Sep 2023)
  • [FCA CF] Functions requiring qualifications (7 Mar 2023 to 27 Sep 2023)
• Christopher Robin Gulliver

  IRN CRG01072

  • CF2 Non Executive Director (1 Apr 2012 to 4 Sep 2019)

• Mazars Employee Benefits Limited (no longer appointed)

  FRN 441536 · Appointed 7 Nov 2005 · Until 1 Apr 2011

No changes recorded yet.