THE WEALTH CARE PARTNERSHIP LIMITED

• Principal Place of Business

  Walsingham House

  35 Seething Lane

  London

  EC4N 3AH

  UNITED KINGDOM

  Phone

  +442077024488

  Web

  https://www.mkcwealth.co.uk

• Complaints Contact

  Walsingham House

  35 Seething Lane

  London

  EC4N 3AH

  UNITED KINGDOM

  Phone

  +442077024488

• 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 pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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

• Equity Release Setup

  For Customer, Home reversion plans

• 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.

• Coralie Anstee

  IRN CXA12004

  • SMF3 Executive Director (9 Dec 2019 to 2 Mar 2026)
  • CF1 Director (8 Jul 2019 to 8 Dec 2019)
• David Roger Robinson

  IRN DRR00016

  • CF1 Director (31 Jan 2016 to 19 Jul 2016)
  • CF30 Customer (17 Dec 2015 to 19 Jul 2016)
• Harry Anstee

  IRN HXA00104

  • 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] Functions requiring qualifications (since 13 Aug 2021)
  • [FCA CF] Client dealing (since 13 Aug 2021)
• Karen Marie Thornley

  IRN KMR00012

  • Responsibility for MCD Intermediation (21 Mar 2016 to 31 Oct 2017)
  • CF30 Customer (14 Apr 2014 to 1 Dec 2017)
  • CF10 Compliance Oversight (14 Apr 2014 to 31 Oct 2017)
  • CF1 Director (14 Apr 2014 to 1 Dec 2017)
• Michael Leach

  IRN MXL01624

  • [FCA CF] Client dealing (9 Dec 2019 to 12 May 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 May 2025)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 12 May 2025)
  • CF30 Customer (14 Apr 2014 to 8 Dec 2019)
• Morven Sara Grierson

  IRN MXG09001

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Mar 2026)
  • SMF3 Executive Director (since 9 Mar 2026)
  • Responsibility for MCD Intermediation (since 9 Mar 2026)
  • SMF16 Compliance Oversight (since 9 Mar 2026)
• Phillip Gready

  IRN PXG00039

  • [FCA CF] Client dealing (9 Dec 2019 to 21 Mar 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 21 Mar 2025)
  • CF30 Customer (31 Mar 2017 to 8 Dec 2019)
• Simon Wrench

  IRN SCW00001

  • CF30 Customer (14 Apr 2014 to 15 Nov 2017)
• Stephen Paul Humphries

  IRN SPH00043

  • CF30 Customer (14 Apr 2014 to 15 Jul 2014)
• Timothy Mark Anstee

  IRN TMA00005

  • 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
  • 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
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Significant management (9 Dec 2019 to 9 Mar 2026)
  • SMF16 Compliance Oversight (9 Dec 2019 to 9 Mar 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 9 Mar 2026)
  • SMF3 Executive Director (9 Dec 2019 to 9 Mar 2026)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 9 Mar 2026)
  • Responsible for Insurance Distribution (1 Oct 2018 to 9 Mar 2026)
  • Responsibility for MCD Intermediation (14 Nov 2017 to 9 Mar 2026)
  • CF10 Compliance Oversight (14 Nov 2017 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Apr 2014 to 30 Sep 2018)
  • CF1 Director (14 Apr 2014 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (14 Apr 2014 to 8 Dec 2019)
  • CF30 Customer (14 Apr 2014 to 8 Dec 2019)

No changes recorded yet.