Wealth Club Asset Management Limited

• Principal Place of Business

  20 Richmond Hill

  Bristol

  Somerset

  BS8 1BA

  UNITED KINGDOM

  Phone

  +4401179290511

  Web

  https://www.wealthclub.co.uk

• Complaints Contact

  20 Richmond Hill

  Bristol

  Somerset

  BS8 1BA

  UNITED KINGDOM

  Phone

  +4401179290511

• 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, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), 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

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  • · 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.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Stockbroking

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Trades With You Directly

  For Professional, Personal pension scheme, Rights to or interests in investments (Security)

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
  • · The firm is limited to dealing as a principal in investments in the rights under the scheme(s) it operates.

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), 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

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  • · 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.

• Manages Your Portfolio

  For Professional, Retail (Investment), Alternative Debenture, Certificates representing certain security, Debenture, Government and public security, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Debenture, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Abigail Pine

  IRN AXP03109

  • [FCA CF] Client dealing (since 13 Apr 2026)
• Adam Daniel Watts

  IRN AXW00260

  • [FCA CF] Client dealing (9 Dec 2019 to 4 Aug 2021)
• Alexander James Fraser Davies

  IRN AJD01271

  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF1 Chief Executive (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • CF3 Chief Executive (23 Jan 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (23 Jan 2018 to 30 Sep 2018)
  • CF1 Director (23 Jan 2018 to 8 Dec 2019)
  • Responsibility for MCD Intermediation (23 Jan 2018 to 27 Jul 2019)
• Alison Jane Briggs

  IRN AJD01199

  • [FCA CF] Client dealing (21 Jun 2021 to 28 Sep 2022)
• Amman Meah

  IRN AXM04157

  • [FCA CF] Client dealing (30 Aug 2023 to 17 Jan 2024)
• Ben Chalkley

  IRN BXC00441

  • [FCA CF] Client dealing (since 1 Aug 2025)
• Benjamin O'Sullivan

  IRN BXO00020

  • [FCA CF] Client dealing (since 9 Dec 2019)
• Callum MacDonald

  IRN CXM02864

  • [FCA CF] Client dealing (since 13 Apr 2026)
• Carlo Revel-Chion

  IRN CXR00465

  • [FCA CF] Client dealing (31 Aug 2023 to 11 Sep 2023)
• Charles James Huggins

  IRN CJH01372

  • [FCA CF] Functions requiring qualifications (17 Feb 2023 to 15 Sep 2025)
  • [FCA CF] Client dealing (17 Jan 2023 to 15 Sep 2025)
  • [FCA CF] Material risk taker (17 Jan 2023 to 17 Feb 2023)

No changes recorded yet.