Vintage Wealth Management Limited

• 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

• 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 Hide 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 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

• Buy-to-Let Start Date

• Buy-to-Let Status

• Debt Advice

  Show 1 limitation Hide limitations

  • · 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 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 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)

• Simmons Gainsford Financial Services Limited (no longer appointed)

  FRN 449588 · Appointed 25 Sep 2013 · Until 12 Mar 2014

No changes recorded yet.