Whitechurch Securities Limited

• Principal Place of Business

  Whitechurch Securities Ltd

  14 Fairview Drive

  Bristol

  Bristol, City Of

  BS6 6PH

  UNITED KINGDOM

  Phone

  +4401174521206

  Web

  https://www.whitechurch.co.uk

• Complaints Contact

  Whitechurch Securities Ltd

  14 Fairview Drive

  Bristol

  Bristol, City Of

  BS6 6PH

  UNITED KINGDOM

  Phone

  +4401174521223

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For 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, 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.

• 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, 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 Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Stockbroking

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• 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, 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), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• Holds Your Assets

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, 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.

• George McNish

  IRN GXM00002

  • CF21 Investment Adviser (1 Dec 2001 to 14 Dec 2001)
• Ian Geoffrey McIver

  IRN IGM00018

  • CF24 Pension Transfer Specialist (30 Apr 2002 to 18 Jan 2006)
• Jacob Alden Seager

  IRN JXS18367

  • CF2 Non Executive Director (30 Oct 2019 to 8 Dec 2019)
• James William Nicholas

  IRN JXN01582

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Mar 2021)
  • CF30 Customer (8 Mar 2018 to 8 Dec 2019)
• Jane Anne Coster

  IRN JAC01416

  • [FCA CF] Client dealing (12 Aug 2022 to 1 Jul 2025)
  • [FCA CF] Functions requiring qualifications (27 Oct 2021 to 1 Jul 2025)
• Janet Elizabeth Seager

  IRN JES00003

  • CF1 Director (1 Dec 2001 to 3 Jun 2003)
• Jeremy Clive Melton

  IRN JCM00001

  • CF21 Investment Adviser (1 Dec 2001 to 9 Sep 2005)
• John Edward Cant

  IRN JEC00032

  • CF21 Investment Adviser (1 Dec 2001 to 24 Jun 2003)
• Jonathan Lindsay West

  IRN JLW01086

  • CF30 Customer (1 Nov 2007 to 17 Oct 2019)
  • CF21 Investment Adviser (1 May 2003 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (4 Nov 2002 to 1 May 2003)
• Jonathan Stuart Moyes

  IRN JSM01250

  • CF30 Customer (1 Oct 2013 to 31 Oct 2019)

• Chelmsford Administration Limited

  FRN 591081 · Appointed 12 Nov 2012

• Whitechurch Asset Management Limited

  FRN 495793 · Appointed 30 Jan 2009

No changes recorded yet.