Robinson Rose Wealth Management Ltd

• Principal Place of Business

  Robinson Rose Wealth Management Ltd

  Brooke Court

  Lower Meadow Road

  Handforth

  Wilmslow

  Cheshire East

  SK9 3ND

  UNITED KINGDOM

  Phone

  +4401625685340

  Web

  https://www.robinsonrosewealth.co.uk

• Complaints Contact

  Robinson Rose Wealth Management Ltd

  Brooke Court

  Lower Meadow Road

  Handforth

  Wilmslow

  Cheshire East

  SK9 3ND

  UNITED KINGDOM

  Phone

  +447795260118

• 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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  • · 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

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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

• Debt Advice

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  • · 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.

• Credit Score Services

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  • · This permission is limited to not carrying out credit repair services

• Ashley Paul William Baker

  IRN APB01234

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 15 Jan 2024)
  • [FCA CF] Functions requiring qualifications (since 15 Jan 2024)
• Benjamin Holland

  IRN BXH00342

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 5 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 5 Dec 2025)
• Ian Michael Drew

  IRN IMD00009

  • [FCA CF] Client dealing (27 Mar 2023 to 30 Nov 2024)
  • [FCA CF] Functions requiring qualifications (27 Mar 2023 to 30 Nov 2024)
• Jan Peter Robinson

  IRN JPR01094

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • Responsible for Insurance Distribution (since 20 Mar 2023)
  • SMF3 Executive Director (since 20 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 20 Mar 2023)
  • [FCA CF] Manager of certification employee (since 20 Mar 2023)
  • [FCA CF] Client dealing (since 20 Mar 2023)
• Joseph Frederick Rose

  IRN JFR01041

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 20 Mar 2023)
  • SMF16 Compliance Oversight (since 20 Mar 2023)
  • Responsibility for MCD Intermediation (since 20 Mar 2023)
  • SMF3 Executive Director (since 20 Mar 2023)
  • [FCA CF] Client dealing (since 20 Mar 2023)
  • [FCA CF] Functions requiring qualifications (since 20 Mar 2023)
  • [FCA CF] Manager of certification employee (since 20 Mar 2023)
• Mark Jason Livesey

  IRN MJL00071

  • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 31 Mar 2026)
  • [FCA CF] Client dealing (1 Sep 2023 to 31 Mar 2026)
• Matthew Thomas David Bagguley

  IRN MTB01116

  • 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 25 Nov 2024)
  • [FCA CF] Client dealing (since 25 Nov 2024)

No changes recorded yet.