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

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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.

• 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

• 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.

• Gregory Thomas Milton Winter

  IRN GTW01028

  • CF30 Customer (29 Mar 2018 to 8 Dec 2019)
• Iain McAllister

  IRN IXM00188

  • 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] Client dealing (since 25 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2024)
• Ian Edward Poysden

  IRN IEP00001

  • 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 22 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 22 Mar 2024)
• James Collins

  IRN JXC01168

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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 22 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 22 Mar 2024)
• James Michael Shackleton

  IRN JXS00963

  • 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] Functions requiring qualifications (since 3 Mar 2026)
  • [FCA CF] Client dealing (since 3 Mar 2026)
• James Smith

  IRN JXS04228

  • 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 4 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 4 Jul 2025)
• Jaspreet Dhariwal

  IRN JXD86507

  • SMF17 Money Laundering Reporting Officer (MLRO) (22 Jul 2024 to 12 Apr 2026)
  • SMF16 Compliance Oversight (22 Jul 2024 to 12 Apr 2026)
• John Brown Sterricks

  IRN JBS01110

  • [FCA CF] Functions requiring qualifications (7 Aug 2024 to 4 Apr 2025)
  • [FCA CF] Client dealing (7 Aug 2024 to 4 Apr 2025)
• John George Dixon

  IRN JGD00014

  • 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)
• John Michael Fearon

  IRN JMF01125

  • CF1 Director (AR) (1 Jun 2005 to 31 Oct 2005)

• 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.