Wealth Concierge Limited

• Principal Place of Business

  3 Triton Close

  Walsall

  Staffordshire

  WS6 6JR

  UNITED KINGDOM

  Phone

  +447854369872

  Web

  https://www.246wm.com

• Complaints Contact

  3 Triton Close

  Great Wyrley

  Walsall

  West Midlands

  WS6 6JR

  UNITED KINGDOM

  Phone

  +447854369872

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Investment Advice (no pensions)

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

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

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

• Andrew John Killian

  IRN AXK00010

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
  • Responsibility for MCD Intermediation (since 14 Feb 2024)
  • [FCA CF] Manager of certification employee (since 1 Nov 2021)
  • [FCA CF] Benchmark submission and administration (since 1 Nov 2021)
  • [FCA CF] CASS oversight function (since 1 Nov 2021)
  • [FCA CF] Client dealing (since 1 Nov 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2021)
  • [FCA CF] Significant management (since 1 Nov 2021)
  • [PRA CF] Key function holder (since 1 Nov 2021)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (29 Mar 2016 to 30 Sep 2018)
  • CF1 Director (29 Mar 2016 to 8 Dec 2019)
• Gregory Paul Walters

  IRN GPW01063

  • [FCA CF] Client dealing (1 Dec 2020 to 31 Oct 2022)
  • [PRA CF] Key function holder (1 Dec 2020 to 31 Oct 2022)
  • SMF3 Executive Director (9 Dec 2019 to 20 Oct 2022)
  • CF1 Director (29 Mar 2016 to 8 Dec 2019)
• Ian Bigwood

  IRN IXB00005

  • SMF3 Executive Director (9 Dec 2019 to 16 Nov 2020)
  • CF1 Director (6 Mar 2017 to 8 Dec 2019)
  • CF30 Customer (6 Mar 2017 to 8 Dec 2019)
• Paul Andrew Walters

  IRN PAW00057

  • [FCA CF] Client dealing (1 Dec 2020 to 31 Oct 2022)
  • [FCA CF] Functions requiring qualifications (1 Dec 2020 to 31 Oct 2022)

No changes recorded yet.