WFS Consulting Limited

• Principal Place of Business

  Quadrant House North

  61-65 Croydon Road

  Caterham

  Surrey

  CR3 6PB

  UNITED KINGDOM

  Phone

  +4401883332260

  Web

  https://www.wingatebs.com

• Complaints Contact

  Quadrant House North

  61-65 Croydon Road

  Caterham

  Surrey

  CR3 6PB

  UNITED KINGDOM

  Phone

  +4401883332260

• 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: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · 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.

• Investment Advice (no pensions)

  For Commercial, 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, 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.

• 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, 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, 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.

• Insurance Admin

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

• Debt Advice

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

• Investment Setup

  For Commercial, 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, 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.

• Lee Charles Benham

  IRN LCB00019

  • CF30 Customer (24 Apr 2008 to 1 Nov 2014)
• Luke Harris

  IRN LXH00270

  • [FCA CF] Client dealing (18 Nov 2024 to 31 Mar 2026)
  • [FCA CF] Functions requiring qualifications (18 Nov 2024 to 31 Mar 2026)
• Mark Stuart Adams

  IRN MSA01123

  • CF30 Customer (1 Mar 2017 to 7 Aug 2018)
• Mathew Eastwood Rann

  IRN MER00012

  • [FCA CF] Client dealing (9 Dec 2019 to 3 Oct 2025)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Oct 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Oct 2025)
  • CF30 Customer (5 Apr 2018 to 3 Oct 2025)
• Matthew Anthony Bond

  IRN MAB01490

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2026)
  • CF30 Customer (1 Mar 2017 to 8 Dec 2019)
• Matthew Paul Evans

  IRN MPE01012

  • CF22 Investment Adviser (Trainee) (29 Aug 2006 to 3 Aug 2006)
• Michael David Cox

  IRN MXC01079

  • CF1 Director (AR) (17 Jan 2024 to 1 May 2025)
• Natalie Ann Harmer

  IRN NAR00017

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Nigel Clifford Anthony Palmer-Minnis

  IRN NCP00010

  • CF1 Director (1 Dec 2001 to 1 Mar 2003)
• Paul Andrew Boyd Stevens

  IRN PAS00088

  • [FCA CF] Functions requiring qualifications (18 Nov 2024 to 31 Mar 2026)
  • [FCA CF] Client dealing (18 Nov 2024 to 31 Mar 2026)

• Bridgehead (UK) Limited (no longer appointed)

  FRN 193134 · Appointed 1 Apr 2018 · Until 27 Mar 2026

• Expense Reduction Analysts (Uk) Limited (no longer appointed)

  FRN 421168 · Appointed 28 Mar 2013 · Until 5 Jan 2022

• NB Financial Consultancy Ltd (no longer appointed)

  FRN 448610 · Appointed 27 Feb 2006 · Until 12 May 2008

No changes recorded yet.