Sentinel Portfolio Management Limited

Date authorised
1 March 2021
Companies House
12286468
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Sentinel Portfolio Management Limited
    2 The Old Flour Mill
    Queen Street
    Emsworth
    Hampshire
    PO10 7BT
    UNITED KINGDOM
    Phone
    +441243432430
    Web
    https://sentinelportfoliomanagement.co.uk

  • Complaints Contact

    Sentinel Portfolio Management Limited
    2 The Old Flour Mill
    Queen Street
    Emsworth
    Hampshire
    PO10 7BT
    UNITED KINGDOM
    Phone
    +443001240961

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Stockbroking

    For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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 Setup

    For Eligible Counterparty, Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Manages Your Portfolio

    For Professional, Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Benjamin Paul Wythe

    IRN BPW01045

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 6 Nov 2025)
    • SMF16 Compliance Oversight (since 6 Nov 2025)
  • David Lewis-Irlam

    IRN DXL01346

    • SMF3 Executive Director (28 Jan 2022 to 14 Mar 2025)
  • David Paul Stamp

    IRN DPS00015

    • SMF3 Executive Director (since 1 Mar 2021)
  • Howard John Robert Crossen

    IRN HJC01049

    • 10. Broker fund adviser
    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2023)
    • [FCA CF] Client dealing (since 31 Jan 2023)
  • John Stuart Wallace

    IRN JXW01462

    • 14. Managing investments
    • 10. Broker fund adviser
    • [FCA CF] Client dealing (since 28 Apr 2021)
    • [FCA CF] Functions requiring qualifications (since 23 Apr 2021)
    • SMF3 Executive Director (since 1 Mar 2021)
  • Lucy Elisha Taylor

    IRN LEW01031

    • SMF16 Compliance Oversight (1 Mar 2021 to 10 Dec 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Mar 2021 to 10 Dec 2025)

Recent activity

Updates to this firm's record on the FCA register.

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