TrinityBridge Limited

• Principal Place of Business

  Wigmore Yard

  42 Wigmore Street

  London

  W1U 2RY

  UNITED KINGDOM

  Phone

  +448005884064

  Web

  https://www.trinitybridge.com

• Complaints Contact

  Wigmore Yard

  42 Wigmore Street

  London

  W1U 2RY

  UNITED KINGDOM

  Phone

  +448005884064

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Eligible Counterparty, 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

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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

  Show 1 limitation Hide limitations

  • · 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, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, 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.

• Buy-to-Let Start Date

• Buy-to-Let Status

• Trade Settlement Routing

  For Professional, Retail (Investment), Certificates representing certain security, Government and public security, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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 Brokering

• Stockbroking

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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”.

• Runs Personal Pensions

  For Personal pension scheme

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 3 limitations Hide limitations

  • · Limited to transaction-only activities.
  • · Limited to investment management activities for the specified customer types.
  • · 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Funeral plan contract, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, 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.

• Electronic Trade Settlement

  For Professional, Retail (Investment), Certificates representing certain security, Government and public security, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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 Roger Luckins

  IRN ARL00017

  • CF30 Customer (1 May 2009 to 31 Jan 2012)
• Andrew Simpson

  IRN AXS02327

  • [FCA CF] Functions requiring qualifications (22 Jul 2020 to 7 Feb 2023)
  • [FCA CF] Client dealing (22 Jul 2020 to 7 Feb 2023)
• Andrew Steven Fay

  IRN AXF00079

  • CF29 Significant management (30 Jan 2013 to 10 Jul 2014)
• Andrew Thomas

  IRN AXT01801

  • SMF3 Executive Director (since 5 Jun 2025)
  • SMF16 Compliance Oversight (since 17 Jun 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 17 Jun 2024)
  • SMF4 Chief Risk (since 17 Jun 2024)
• Andrew William Buss

  IRN AWB01046

  • CF30 Customer (14 Nov 2008 to 8 Dec 2019)
• Andrew William Cumming

  IRN AWC00014

  • [FCA CF] Client dealing (29 Jul 2021 to 20 Sep 2021)
  • [FCA CF] Functions requiring qualifications (29 Jul 2021 to 20 Sep 2021)
  • SMF18 Other Overall Responsibility (9 Dec 2019 to 8 Sep 2021)
  • Responsible for Insurance Distribution (1 Oct 2018 to 8 Sep 2021)
  • CF1 Director (AR) (19 Dec 2016 to 8 Sep 2021)
  • Responsible for Insurance Mediation (28 Jul 2016 to 30 Sep 2018)
  • Responsibility for MCD Intermediation (21 Mar 2016 to 8 Sep 2021)
  • CF29 Significant management (19 Feb 2015 to 8 Dec 2019)
  • CF30 Customer (13 Dec 2011 to 8 Sep 2021)
• Angela Angelini

  IRN AXT00185

  • [FCA CF] Client dealing (9 Dec 2019 to 5 Sep 2025)
• Angelina Fleming

  IRN AXF01453

  • [FCA CF] Client dealing (9 Dec 2019 to 26 Sep 2025)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 26 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 26 Sep 2025)
  • CF30 Customer (9 Sep 2019 to 8 Dec 2019)
• Anjali Roberts

  IRN AXS01769

  • CF30 Customer (22 Jun 2010 to 15 Jul 2011)
• Anna Constantine Nicolaidou

  IRN AXN00256

  • [FCA CF] Significant management (4 Aug 2022 to 16 Jan 2024)

• Copestone Wealth Management Limited

  FRN 978420 · Appointed 4 Jul 2022 · Tied agent

• Place Campbell TrinityBridge Limited

  FRN 218893 · Appointed 8 May 2013

• CBF Wealth Management Limited (no longer appointed)

  FRN 753086 · Appointed 18 Jul 2016 · Until 9 Dec 2022

• CPRM Ltd (no longer appointed)

  FRN 402660 · Appointed 7 May 2013 · Until 11 Nov 2015

• Lindsays Financial Planning L.L.P (no longer appointed)

  FRN 487543 · Appointed 15 Jan 2013 · Until 7 Mar 2016

No changes recorded yet.