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.

• Christopher James Bowles

  IRN CJB01484

  • SMF3 Executive Director (9 Dec 2019 to 12 Apr 2021)
  • CF1 Director (23 Jan 2018 to 8 Dec 2019)
• Clementine Owen

  IRN CXO00276

  • [FCA CF] Client dealing (since 17 Nov 2025)
• David James Scrivens

  IRN DJS01274

  • Responsibility for MCD Intermediation (21 Mar 2016 to 10 Jan 2018)
  • CF30 Customer (1 Nov 2007 to 10 Jan 2018)
  • CF23 Corporate Finance Adviser (20 Aug 2007 to 31 Oct 2007)
  • Responsible for Insurance Mediation (14 Jan 2005 to 10 Jan 2018)
  • CF1 Director (25 Oct 2004 to 10 Jan 2018)
  • CF11 Money Laundering Reporting (25 Oct 2004 to 10 Jan 2018)
  • CF10 Compliance Oversight (25 Oct 2004 to 10 Jan 2018)
• Dominic Weir

  IRN DXW00408

  • [FCA CF] Client dealing (since 22 Jul 2025)
  • [FCA CF] Client dealing (22 Nov 2021 to 6 Apr 2023)
• Gayle Elizabeth Bowen

  IRN GXB01351

  • SMF3 Executive Director (9 Dec 2019 to 5 Feb 2025)
  • CF1 Director (23 Jan 2018 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (23 Jan 2018 to 22 Feb 2018)
• George Arnold

  IRN GXA00276

  • [FCA CF] Client dealing (since 17 Mar 2025)
• Harry Halford Thistlethwaite

  IRN HXT00214

  • [FCA CF] Client dealing (since 28 Apr 2025)
• India Ayling

  IRN IXA00085

  • [FCA CF] Client dealing (22 Nov 2021 to 1 Mar 2022)
• Isaac Stell

  IRN IMS01085

  • 14. Managing investments
  • [FCA CF] Client dealing (since 16 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 16 Sep 2024)
• Isabella Evans

  IRN IXE00040

  • [FCA CF] Client dealing (12 Sep 2023 to 11 Sep 2024)

No changes recorded yet.