Verso Wealth Management Limited

• Principal Place of Business

  Cannon Place

  78 Cannon Street

  London

  City Of London

  EC4N 6HL

  UNITED KINGDOM

  Phone

  +441513759848

  Web

  https://www.versowm.com

• Complaints Contact

  Cannon Place

  78 Cannon Street

  London

  City Of London

  EC4N 6HL

  UNITED KINGDOM

  Phone

  +441513759848

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• 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

  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, 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

  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, 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

• 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

  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

• 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”.

• 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.

• Alan Mathewson

  IRN AXM00347

  • Responsible for Insurance Distribution (since 7 Nov 2023)
  • SMF1 Chief Executive (since 7 Nov 2023)
  • SMF3 Executive Director (since 7 Nov 2023)
• Alasdair James Vaughan Gillingham

  IRN AJG01324

  • SMF3 Executive Director (1 Aug 2022 to 30 Nov 2023)
• Albert Richard Wylie

  IRN ARW00064

  • CF30 Customer (1 Nov 2007 to 24 Dec 2008)
  • CF1 Director (AR) (18 Apr 2006 to 30 Jun 2008)
  • CF21 Investment Adviser (23 Mar 2006 to 31 Oct 2007)
• Alexander Smith

  IRN AXS00179

  • 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 7 Aug 2024)
  • [FCA CF] Client dealing (since 7 Aug 2024)
• Andrew Haswell

  IRN AXH00181

  • 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 25 Nov 2024)
  • [FCA CF] Client dealing (since 25 Nov 2024)
• Andrew John Mann

  IRN AJM01407

  • [FCA CF] Client dealing (7 Aug 2024 to 13 Aug 2025)
  • [FCA CF] Functions requiring qualifications (7 Aug 2024 to 13 Aug 2025)
• Anthony Robert Heague

  IRN ARH00022

  • [FCA CF] Functions requiring qualifications (21 Jul 2021 to 21 Jul 2022)
  • [FCA CF] Client dealing (21 Jul 2021 to 21 Jul 2022)
  • CF30 Customer (14 Jan 2015 to 8 Dec 2019)
• Ben Gibson

  IRN BXG00128

  • 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 22 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 22 Mar 2024)
• Benjamin Butler

  IRN BXB00436

  • 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] Client dealing (since 11 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 11 Jul 2025)
• Brent Wilkinson

  IRN BXW00106

  • CF2 Non Executive Director (1 Dec 2001 to 23 Aug 2002)

• Pavis Financial Planning Ltd (no longer appointed)

  FRN 942419 · Appointed 6 Jan 2021 · Until 26 Jan 2022

• A R Wylie (IFA) Ltd (no longer appointed)

  FRN 450179 · Appointed 30 Mar 2006 · Until 1 Jul 2008

• Investment Connections Ltd (no longer appointed)

  FRN 432854 · Appointed 18 May 2005 · Until 31 Oct 2005

No changes recorded yet.