Knightsbridge Wealth Management (NI) Ltd
aka Knightsbridge Wealth Management (NI) Ltd
About
Welcome to Knightsbridge Wealth Management: specialist financial advisers in Belfast At Knightsbridge Wealth Management, we believe that every financial journey is unique and deserves a tailored approach. Based in Belfast, our advisers are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here […]
Source: knightsbridgewm.comContact & Location
Regulatory Information
- FRN
- 485258
- Status
- Authorised
- Date Authorised
- 1 August 2008
- Years Authorised
- 17 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- NI068965
- Company Status
- Active
- Incorporation Date
- 17 April 2008
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 June 2024
- SIC Codes
- 66220
Team (13)
John Stephen McClelland
ApprovedSean Alexander Barrett
ApprovedLeigh Samuel William Curran
ApprovedCertifiedCatherine Marie Brennan
CertifiedJoanne Elizabeth Crawford
CertifiedDavid Robert William Simpson
CertifiedAndrew Dow
CertifiedPatricia Ann Newell
ApprovedCertifiedMatthew Christopher Denne
ApprovedCertifiedRichard Storey
CertifiedMaurice Philip Arthur
No longer requiredAndrew David McClelland
No longer requiredDesmond McLarnon
No longer required
Google Reviews
4 reviews on Google
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Quick Facts
- Belfast, Northern Ireland
- 17 years FCA-authorised
- 17 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH NI068965
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.