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.

• Jason Mark Hanshaw

  IRN JMH01322

  • [FCA CF] Significant management (since 25 Nov 2024)
• Jonathan Stuart Moyes

  IRN JSM01250

  • 14. Managing investments
  • [FCA CF] Manager of certification employee (since 16 Sep 2024)
  • [FCA CF] Functions requiring qualifications (since 4 Jan 2024)
  • [FCA CF] Client dealing (since 4 Jan 2024)
• Jonathon David Mitchell

  IRN JDM01277

  • [FCA CF] Client dealing (11 Nov 2022 to 13 Feb 2023)
• Katie Prior

  IRN KXP00359

  • [FCA CF] Client dealing (21 Sep 2023 to 4 Oct 2024)
• Leon George Harris

  IRN LXH00613

  • [FCA CF] Client dealing (since 17 Mar 2025)
• Marta Caricato

  IRN MXC03202

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (23 Jan 2018 to 8 Dec 2019)
• Nicholas Charles Hyett

  IRN NCH01079

  • [FCA CF] Client dealing (8 Dec 2023 to 29 Jan 2026)
  • [FCA CF] Functions requiring qualifications (8 Dec 2023 to 29 Jan 2026)
• Oliver Nicholas

  IRN OXN00015

  • [FCA CF] Client dealing (7 Dec 2021 to 22 Jul 2022)
• Philip Keith Rhoden

  IRN PKR01017

  • CF1 Director (25 Oct 2004 to 10 Jan 2018)
  • CF8 Apportionment and Oversight (25 Oct 2004 to 31 Mar 2009)
• Philippa Vassallo

  IRN PXV00084

  • [FCA CF] Client dealing (since 19 Sep 2023)

No changes recorded yet.