Walmer Partners LLP

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Addresses

The contact details this firm has registered with the FCA.

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

P2P Lending Advice

For Commercial, Retail (Non-Investment Insurance)
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Insurance Admin

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Credit Brokering
Stockbroking

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Debt Plan Admin
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

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

. Baronsmead Insurance Brokers Ltd
IRN XXB01039
- CF4 Partner (12 Mar 2007 to 20 Sep 2011)
Andrew Gavin Ducat
IRN AGD01051
- CF1 Director (AR) (2 Jun 2016 to 8 Dec 2016)
- CF4 Partner (9 Dec 2013 to 1 Apr 2015)
David Heathfield
IRN DXH01949
- CF4 Partner (9 Dec 2013 to 14 Nov 2014)
Paula Lynne Greene
IRN PLG01043
- SMF27 Partner (since 9 Dec 2019)
- CF4 Partner (26 Apr 2017 to 8 Dec 2019)
Robert Peter Kelly
IRN RPK01027
- CF1 Director (AR) (since 20 Jun 2024)
- SMF1 Chief Executive (since 9 Dec 2019)
- SMF27 Partner (since 9 Dec 2019)
- Responsible for Insurance Distribution (since 1 Oct 2018)
- CF3 Chief Executive (12 Mar 2007 to 8 Dec 2019)
- CF4 Partner (12 Mar 2007 to 8 Dec 2019)
- CF8 Apportionment and Oversight (12 Mar 2007 to 31 Mar 2009)
- Responsible for Insurance Mediation (12 Mar 2007 to 30 Sep 2018)
Shyam Moorjani
IRN SXM02257
- CF4 Partner (22 Jul 2009 to 7 Dec 2012)

Smaller firms operating under this firm's FCA authorisation.

Astor Specialty Limited
FRN 1012698 · Appointed 20 Jun 2024
Duke Risk Consulting Limited (no longer appointed)
FRN 748778 · Appointed 1 Jun 2016 · Until 9 Dec 2016
Centralis UK Limited (no longer appointed)
FRN 616107 · Appointed 27 Mar 2014 · Until 15 Nov 2014
Centralis UK Limited (no longer appointed)
FRN 616107 · Appointed 18 Feb 2014 · Until 5 Mar 2014
Cordium Consulting Limited (no longer appointed)
FRN 587823 · Appointed 10 Sep 2012 · Until 15 Nov 2014
Cordium Consulting Group Limited (no longer appointed)
FRN 586845 · Appointed 23 Aug 2012 · Until 13 Feb 2014

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.