Tanager Wealth Management LLP

• Principal Place of Business

  Tanager Wealth Management LLP

  Vintners Place

  68 Upper Thames Street

  London

  City Of London

  EC4V 3BJ

  UNITED KINGDOM

  Phone

  +4402039656330

  Web

  https://www.tanagerwealth.com

• Complaints Contact

  Tanager Wealth Management LLP

  Vintners Place

  68 Upper Thames Street

  London

  City Of London

  EC4V 3BJ

  UNITED KINGDOM

  Phone

  +4402039656330

• Pension Transfer Advice

  For 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: 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 Advice (no pensions)

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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 Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Arranges Asset Safekeeping

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, 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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  • · 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”.

• Investment Setup

  For Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, 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.

• Jeffrey Leland Hedges

  IRN JLH01086

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2024)
  • SMF27 Partner (9 Dec 2019 to 30 Jun 2023)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
• Jeremy James Bailey

  IRN JJB01241

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Sep 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 27 Sep 2024)
  • CF30 Customer (12 Jun 2019 to 8 Dec 2019)
• Katherine Hedges

  IRN KXH01709

  • CF4 Partner (23 Apr 2015 to 1 Dec 2018)
• Kristopher Karr Heck

  IRN KKH00015

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
• Kyle Pettigrove

  IRN KXP01877

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF4 Partner (26 Jan 2018 to 8 Dec 2019)
  • CF30 Customer (22 Apr 2017 to 8 Dec 2019)
• Louis Davies

  IRN LXD00427

  • 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] Client dealing (since 15 May 2025)
  • [FCA CF] Functions requiring qualifications (since 15 May 2025)
• Luke Andrew Papaelias

  IRN LXP00439

  • 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] Functions requiring qualifications (since 8 May 2025)
  • [FCA CF] Client dealing (since 8 May 2025)
• Luke Paul Harrison

  IRN LXH00560

  • 14. Managing investments
  • 10. Broker fund adviser
  • [FCA CF] Client dealing (since 10 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 10 Jul 2024)
• Maria Marta De Gouveia

  IRN MMR01029

  • SMF27 Partner (since 28 Mar 2024)
  • [FCA CF] Manager of certification employee (since 12 Mar 2021)
• Nicole Ralph

  IRN NXR00051

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Aug 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Aug 2024)

No changes recorded yet.