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.

• Matthew Graham Wright

  IRN MXW00013

  • 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 28 Mar 2025)
  • [FCA CF] Client dealing (since 28 Mar 2025)
• Michael Andrew Walton

  IRN MAW00019

  • CF1 Director (AR) (21 Feb 2014 to 21 Feb 2019)
  • CF30 Customer (21 Feb 2014 to 21 Feb 2019)
• Nicholas John Cowen

  IRN NJC00037

  • 21. Advising or arranging (bringing about) equity release transactions
  • 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] Manager of certification employee (since 28 Nov 2024)
  • Appointed representative dealing with clients for which they require qualification (since 23 Nov 2021)
  • [FCA CF] Client dealing (since 23 Nov 2021)
  • [FCA CF] Functions requiring qualifications (since 23 Nov 2021)
  • CF30 Customer (24 Jun 2022 to 14 Aug 2024)
  • CF1 Director (AR) (24 Jun 2022 to 14 Aug 2024)
• Nicholas Michael How

  IRN NMH00008

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 1 Oct 2013)
• Nigel Leonard Burstein

  IRN NLB00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Oct 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Oct 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Oct 2024)
  • CF30 Customer (11 Dec 2013 to 5 Feb 2025)
• Olivia Agnew

  IRN OXA00145

  • 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)
  • CF30 Customer (since 16 Apr 2026)
  • [FCA CF] Functions requiring qualifications (since 8 May 2025)
  • [FCA CF] Client dealing (since 8 May 2025)
• Olivia Julia Doherty

  IRN OXD00033

  • 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)
• Paul Panayi

  IRN PXP00015

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (8 Jun 2015 to 8 Dec 2019)
• Pauline Aldridge

  IRN PXA92046

  • 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)
• Peter Charles Mullins

  IRN PCM00020

  • [FCA CF] Functions requiring qualifications (19 Feb 2020 to 2 Feb 2021)
  • [FCA CF] Client dealing (19 Feb 2020 to 2 Feb 2021)

• Simmons Gainsford Financial Services Limited (no longer appointed)

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

No changes recorded yet.