Seven Street Wealth Ltd

• Principal Place of Business

  16 Alva Street

  -

  Edinburgh

  Edinburgh, City Of

  EH2 4QG

  UNITED KINGDOM

  Phone

  +441313708000

  Web

  https://www.7sw.co.uk

• Complaints Contact

  16 Alva Street

  -

  Edinburgh

  Edinburgh, City Of

  EH2 4QG

  UNITED KINGDOM

  Phone

  +441313708000

• 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

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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.

• 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

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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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• 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 Nigel Hamilton

  IRN ANH01035

  • CF30 Customer (1 Nov 2007 to 1 Aug 2008)
  • CF21 Investment Adviser (6 Jun 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (17 Jan 2006 to 31 Oct 2007)
• Angus David Ramsay McLean

  IRN ADM01295

  • CF30 Customer (3 Feb 2017 to 19 Sep 2017)
• Cameron Kennedy Mills

  IRN CXM01200

  • CF2 Non Executive Director (2 Nov 2016 to 8 Dec 2019)
• Catherine Mary Finlayson

  IRN KXF01081

  • CF30 Customer (1 Nov 2007 to 6 Oct 2016)
  • CF21 Investment Adviser (16 Nov 2005 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (16 Nov 2005 to 31 Oct 2007)
• Colette Marie McKeown

  IRN CMM01220

  • SMF17 Money Laundering Reporting Officer (MLRO) (14 Apr 2025 to 23 Jan 2026)
  • SMF16 Compliance Oversight (14 Apr 2025 to 23 Jan 2026)
• Craig Alexander Reed

  IRN CAR01172

  • CF30 Customer (8 Jan 2018 to 9 May 2019)
• Darrel Glenn Poletyllo

  IRN DXP01295

  • CF1 Director (5 Jan 2004 to 31 Aug 2006)
  • CF24 Pension Transfer Specialist (11 Nov 2002 to 31 Aug 2006)
  • CF21 Investment Adviser (22 May 2002 to 31 Aug 2006)
• David Anderson Forsyth Collier

  IRN DAC01226

  • CF1 Director (20 May 2005 to 1 Mar 2010)
• David Macgregor Thomson

  IRN DMT01096

  • CF22 Investment Adviser (Trainee) (11 Jun 2007 to 11 Jul 2007)
• Douglas Andrew Millar

  IRN DAM01252

  • CF30 Customer (15 Jul 2014 to 9 May 2019)

• Hamilton Financial (Scotland) Limited (no longer appointed)

  FRN 446489 · Appointed 30 Dec 2005 · Until 1 Aug 2008

• Finlayson Stuart (no longer appointed)

  FRN 441342 · Appointed 1 Nov 2005 · Until 5 Oct 2016

No changes recorded yet.