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

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  • · 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.

• Samantha Lucy Gray

  IRN SXG00514

  • [FCA CF] Manager of certification employee (since 4 May 2022)
• Samuel Dowse

  IRN SXD00774

  • 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 26 May 2025)
  • [FCA CF] Client dealing (since 26 May 2025)
• Samuel Harold Luke

  IRN SXL00595

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 13 May 2024)
  • [FCA CF] Client dealing (since 13 May 2024)
• Scott Peter Kennedy

  IRN SPK01085

  • 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 23 Mar 2021)
  • [FCA CF] Functions requiring qualifications (since 23 Mar 2021)
• Shivan Mapara

  IRN SXN11730

  • [FCA CF] Client dealing (14 Oct 2021 to 30 Jun 2025)
  • [FCA CF] Functions requiring qualifications (14 Oct 2021 to 30 Jun 2025)
• Stephanie Elizabeth Jones

  IRN SEJ01035

  • 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 (19 Mar 2012 to 8 Dec 2019)
• Stowell Anthony John Nash

  IRN SAN00001

  • [FCA CF] Functions requiring qualifications (14 Oct 2024 to 27 Jan 2026)
  • [FCA CF] Client dealing (14 Oct 2024 to 27 Jan 2026)
• Thomas Christopher Lonergan

  IRN TXL00156

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 25 Oct 2022)
  • [FCA CF] Functions requiring qualifications (since 25 Oct 2022)
• Thomas William Frank Grunsell

  IRN TWG01022

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 25 Apr 2022)
  • [FCA CF] Client dealing (since 25 Apr 2022)
• Timothy Webb

  IRN TXW01502

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 12 Feb 2024)
  • [FCA CF] Client dealing (since 12 Feb 2024)

• The Cameron James Partnership LLP (no longer appointed)

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

No changes recorded yet.