Wilson Edwards LLP

Date authorised
1 April 2013
Companies House
OC343519
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Wilson Edwards LLP
    88A High Street
    Billericay
    Essex
    CM12 9BT
    UNITED KINGDOM
    Phone
    +4401277632500

  • Complaints Contact

    Wilson Edwards LLP
    88A High Street
    Billericay
    Essex
    CM12 9BT
    UNITED KINGDOM
    Phone
    +4401277632500

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

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

  • 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 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Basic Pension Advice

    For Professional, Retail (Investment), Stakeholder products

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • . Ian Wilson Associates Limited

    IRN XXI01019

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (1 Apr 2009 to 8 Dec 2019)
  • Ian Wilson

    IRN IXW00010

    • CF1 Director (AR) (21 Apr 2009 to 28 Jun 2018)
    • Responsible for Insurance Mediation (1 Apr 2009 to 28 Jun 2018)
    • CF4 Partner (1 Apr 2009 to 28 Jun 2018)
    • CF30 Customer (1 Apr 2009 to 28 Jun 2018)
    • CF10 Compliance Oversight (1 Apr 2009 to 28 Jun 2018)
    • CF11 Money Laundering Reporting (1 Apr 2009 to 28 Jun 2018)
  • Jane Elizabeth Edwards

    IRN JEE01050

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (1 Apr 2009 to 8 Dec 2019)
  • Joan Wilson

    IRN JXW00038

    • CF1 Director (AR) (21 Apr 2009 to 28 Jun 2018)
    • CF4 Partner (1 Apr 2009 to 28 Jun 2018)
  • Richard David Lewis Edwards

    IRN RDE01020

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2020)
    • [PRA CF] Key function holder (since 9 Dec 2020)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF27 Partner (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF10 Compliance Oversight (12 Jul 2018 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (12 Jul 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (12 Jul 2018 to 30 Sep 2018)
    • CF30 Customer (22 Jul 2010 to 8 Dec 2019)
    • CF4 Partner (1 Apr 2009 to 8 Dec 2019)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.