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.

• Benjamin Davin Sosner

  IRN BDS01049

  • CF30 Customer (27 Jul 2017 to 8 Dec 2019)
• Benjamin Marc Cooper

  IRN BXC00332

  • 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 22 Oct 2025)
• Bernard Cunningham

  IRN BXC01769

  • SMF3 Executive Director (since 9 Mar 2026)
  • CF1 Director (AR) (since 10 Jul 2025)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 17 Mar 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 12 Aug 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 12 Aug 2021)
  • CF11 Money Laundering Reporting (2 May 2017 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 May 2017 to 8 Dec 2019)
• Callum James Smith

  IRN CXS00835

  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 2 May 2024)
  • [FCA CF] Client dealing (since 20 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Feb 2024)
• Cathrin Starkmann

  IRN CXS01841

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (5 Sep 2019 to 8 Dec 2019)
• Christopher Derek Knowles

  IRN CXK00017

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2023)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2023)
  • CF30 Customer (21 May 2014 to 22 May 2023)
• Christopher Hugh Hallam

  IRN CHH01050

  • CF30 Customer (1 Oct 2015 to 6 Dec 2017)
• Christopher Norman Webb

  IRN CNW00005

  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 24 Apr 2023)
  • [FCA CF] Client dealing (1 Dec 2020 to 24 Apr 2023)
• Christopher Peter Edwards

  IRN CXE01129

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (since 11 Dec 2013)
• Craig Cameron Dowsett

  IRN CCD01051

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Jun 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 29 Jun 2023)
  • CF30 Customer (16 Jun 2018 to 29 Jun 2023)

• Simmons Gainsford Financial Services Limited (no longer appointed)

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

No changes recorded yet.