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.

  • Geoffrey Denis Hartnell

    IRN GXH00027

    • 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] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • Responsibility for MCD Intermediation (since 21 Mar 2016)
    • CF30 Customer (since 1 Oct 2013)
    • CF1 Director (AR) (3 Apr 2014 to 16 Dec 2025)
    • CF1 Director (1 Oct 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Oct 2013 to 30 Sep 2018)
  • Glen Sinclair

    IRN GXS02065

    • CF1 Director (AR) (7 Apr 2014 to 14 Jul 2015)
  • Howard Frank Weintrob

    IRN HFW01011

    • CF30 Customer (5 Feb 2014 to 22 Sep 2014)
  • Jack Andrew Smith

    IRN JAS01559

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
    • [FCA CF] Client dealing (since 31 Mar 2026)
  • James Andrew Bolus

    IRN JAB00137

    • [FCA CF] Functions requiring qualifications (16 Mar 2023 to 20 Apr 2023)
    • [FCA CF] Client dealing (16 Mar 2023 to 20 Apr 2023)
  • James Croft

    IRN JXC03395

    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 31 Mar 2026)
    • [FCA CF] Client dealing (since 31 Mar 2026)
  • Jaspreet Dhariwal

    IRN JXD86507

    • SMF17 Money Laundering Reporting Officer (MLRO) (5 Aug 2021 to 16 Feb 2024)
    • SMF16 Compliance Oversight (5 Aug 2021 to 16 Feb 2024)
  • Joakim Strandberg

    IRN JXS04424

    • Director of firm who is not a certification employee or a SMF manager (since 18 Mar 2026)
  • Joel Harvey Kersen

    IRN JXK00161

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 16 Jan 2024)
    • [FCA CF] Client dealing (since 16 Jan 2024)
    • [FCA CF] Functions requiring qualifications (31 Mar 2021 to 6 Mar 2023)
    • [FCA CF] Client dealing (31 Mar 2021 to 6 Mar 2023)
  • Jonathan Anderson

    IRN JRA01103

    • CF30 Customer (16 Oct 2015 to 14 Dec 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.