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

  Show 2 limitations Hide limitations

  • · 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

  Show 1 limitation Hide limitations

  • · 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.

• Joanna Sarah Stone

  IRN JSS01071

  • CF30 Customer (23 Jan 2013 to 5 Jun 2013)
• John Cyril Antony Bell

  IRN JCB00008

  • CF21 Investment Adviser (1 Dec 2001 to 2 Oct 2002)
• Judith Margaret Kirk

  IRN JMK00005

  • CF2 Non Executive Director (31 Jan 2012 to 2 Oct 2013)
  • CF30 Customer (1 Nov 2007 to 1 Dec 2011)
  • CF1 Director (1 Dec 2001 to 1 Dec 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Julia Margaret Turney

  IRN JMT00040

  • CF21 Investment Adviser (1 Dec 2001 to 29 Nov 2002)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 16 Jan 2002)
• Kellianne Banham

  IRN KXB01783

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (16 Oct 2013 to 8 Dec 2019)
• Kevin Francis Cullinane

  IRN KXC00006

  • CF21 Investment Adviser (1 Dec 2001 to 26 Mar 2002)
• Mark Clive Stevens

  IRN MCS01092

  • CF21 Investment Adviser (14 Aug 2002 to 27 Jun 2003)
• Michael Leslie Houghton

  IRN MLH00012

  • CF21 Investment Adviser (1 Dec 2001 to 29 Jul 2002)
• Neville Simeon Conrad

  IRN NSC00006

  • CF2 Non Executive Director (1 Dec 2001 to 13 Mar 2017)
• Paul Mark Wilson

  IRN PMW00005

  • CF21 Investment Adviser (1 Dec 2001 to 3 Jul 2002)

• Mazars Employee Benefits Limited (no longer appointed)

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

No changes recorded yet.