Vintage Wealth Management Limited

Date authorised
1 October 2013
Companies House
07879453
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Vintage Wealth
    Fairchild House
    Redbourne Avenue
    London
    Barnet
    N3 2BP
    UNITED KINGDOM
    Phone
    +4402083713111
    Web
    https://www.vintagewealth.co.uk

  • Complaints Contact

    Vintage Wealth
    Fairchild House
    Redbourne Avenue
    London
    Barnet
    N3 2BP
    UNITED KINGDOM
    Phone
    +4402083713111

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • 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

    Show 2 limitations
    • · 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
    • · 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
    • · 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
    • · 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

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Alan John Morton

    IRN AJM01243

    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (AR) (28 Apr 2022 to 14 Aug 2024)
    • CF3 Chief Executive (31 Oct 2019 to 8 Dec 2019)
    • CF1 Director (31 Oct 2019 to 8 Dec 2019)
  • Alan Stewart Parkinson

    IRN ASP00007

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jun 2022)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Jun 2022)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jun 2022)
    • CF30 Customer (13 May 2014 to 2 Jun 2022)
  • Alexa Nadine Brummer

    IRN AXB04635

    • 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 18 Jun 2025)
    • [FCA CF] Client dealing (since 18 Jun 2025)
  • Alison Jane Mann

    IRN AJM01719

    • CF1 Director (AR) (11 Apr 2014 to 14 Jul 2015)
  • Andrew John Robinson

    IRN AJR00153

    • 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 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
  • Andrew Martin Meisel

    IRN AMM00001

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 Sep 2015 to 8 Dec 2019)
  • Andrew Paul Troke

    IRN APT01078

    • CF30 Customer (14 Aug 2014 to 30 Apr 2015)
  • Anthony Howard Posner

    IRN AHP00002

    • CF30 Customer (25 Feb 2014 to 21 Feb 2019)
  • Anthony Onen Ocen

    IRN AXO00401

    • 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 16 Mar 2026)
    • [FCA CF] Client dealing (since 16 Mar 2026)
  • Barry Frank Eva

    IRN BFE00001

    • CF10 Compliance Oversight (1 Oct 2013 to 18 Jan 2016)
    • CF11 Money Laundering Reporting (1 Oct 2013 to 18 Jan 2016)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.