Pure Wealth Management Limited

• Principal Place of Business

  Kimberley House

  Ty Glas Avenue

  Llanishen

  Cardiff

  Caerdydd

  CF14 5DX

  UNITED KINGDOM

  Phone

  +442922671957

  Web

  https://purewealthmanagement.co.uk

• Complaints Contact

  Kimberley House

  Ty Glas Avenue

  Llanishen

  Cardiff

  Caerdydd

  CF14 5DX

  UNITED KINGDOM

  Phone

  +442922671957

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Professional, Retail (Investment)

• 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, 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.

• Andrew Thomas

  IRN AXT00292

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 21 Jun 2021)
• Benjamin Daniel Lloyd

  IRN BDL01032

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 19 Feb 2020)
  • SMF16 Compliance Oversight (9 Dec 2019 to 19 Feb 2020)
  • CF10 Compliance Oversight (13 Jun 2019 to 8 Dec 2019)
  • Responsible for Insurance Distribution (13 Jun 2019 to 19 Feb 2020)
  • CF1 Director (13 Jun 2019 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (13 Jun 2019 to 8 Dec 2019)
• Dale Jason Brown

  IRN DXB08876

  • CF30 Customer (since 26 Aug 2021)
• Eiman Mahdavi

  IRN EXM00527

  • [FCA CF] Functions requiring qualifications (4 Aug 2025 to 19 Nov 2025)
  • [FCA CF] Client dealing (4 Aug 2025 to 19 Nov 2025)
• Fred Rowlands

  IRN FXR00187

  • 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 Mar 2026)
  • [FCA CF] Functions requiring qualifications (since 9 Mar 2026)
• Gareth Vaughan Morgan

  IRN GVM01009

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (13 Jun 2019 to 8 Dec 2019)
• Gavin Welsh

  IRN GRW01098

  • [FCA CF] Client dealing (2 May 2023 to 30 Nov 2025)
  • [FCA CF] Functions requiring qualifications (2 May 2023 to 30 Nov 2025)
• Gwyn Phillips

  IRN GXP00207

  • [FCA CF] Functions requiring qualifications (10 Sep 2021 to 2 Dec 2022)
• James Dawson

  IRN JXD01106

  • 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 25 Nov 2025)
• Jodie Beck

  IRN JXB00733

  • [FCA CF] Functions requiring qualifications (17 Mar 2021 to 23 Feb 2024)

• Browne & Brown IFA Limited

  FRN 954619 · Appointed 13 Jul 2021

No changes recorded yet.