Westminster Wealth Management LLP

• Principal Place of Business

  167 Fleet Street

  London

  EC4A 2EA

  UNITED KINGDOM

  Phone

  +4402074005860

  Web

  https://www.westminster-wealth.com

• Complaints Contact

  167 Fleet Street

  London

  EC4A 2EA

  UNITED KINGDOM

  Phone

  +4402074005860

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Customer

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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

  Show 1 limitation Hide limitations

  • · 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

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  • · This permission is limited to credit broking which is provided by way of an introduction to (not advice in respect of) regulated credit brokers, lenders, finance providers or other specialist intermediaries. Limited to credit broking that will not be used to leverage an investment

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling which is provided in connection with investment advice or advice on buy to let mortgages, commercial property-backed lending, or asset-backed lending for the purposes of entrepreneurial activities or business expansion.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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

  Show 1 limitation Hide limitations

  • · 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.

• . WWM Capital Ltd

  IRN XXW01063

  • CF4 Partner (29 Sep 2011 to 12 Feb 2014)
• Adam James Stone

  IRN AJS00066

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (12 Dec 2008 to 8 Dec 2019)
• Adam Ryan Fuller

  IRN ARF01089

  • CF30 Customer (17 Jan 2014 to 12 Dec 2018)
• Andrew John Wilgoss

  IRN AJW01373

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2022)
• Andrew Michael Waldron

  IRN AMW01241

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 15 May 2023)
  • [FCA CF] Client dealing (since 15 May 2023)
• Andrew Rankin

  IRN AXR01694

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 13 Feb 2023)
  • [FCA CF] Client dealing (since 13 Feb 2023)
• Anthony Seward

  IRN AXS00650

  • [FCA CF] Functions requiring qualifications (13 Feb 2023 to 31 Oct 2025)
  • [FCA CF] Client dealing (13 Feb 2023 to 31 Oct 2025)
• Aryan Chopra

  IRN AXC16107

  • [FCA CF] Functions requiring qualifications (13 Feb 2023 to 30 Nov 2025)
  • [FCA CF] Client dealing (13 Feb 2023 to 30 Nov 2025)
• BENJAMIN EASTLAKE

  IRN BXE14013

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 9 Feb 2026)
  • [FCA CF] Client dealing (since 9 Feb 2026)
• Banty Hariramani Dhanwani

  IRN BXH15827

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 1 Jun 2021)
  • [FCA CF] Functions requiring qualifications (since 1 Jun 2021)

• The Cameron James Partnership LLP (no longer appointed)

  FRN 493390 · Appointed 22 Dec 2008 · Until 28 Mar 2014

No changes recorded yet.