Peregrine & Black Investment Management Limited
aka P&B Wealth Planning, Neo Wealth, Eclipse Private Office, ADL Wealth, Peregrine & Black Investment Management Limited
About
An International Investment Management and Stock Broking Firm. Specialising in Bespoke Asset Management Solutions our trusted team of experienced Managers and Analysts are focused on protecting client’s investments and achieving real growth in capital over the longer term.
Source: peregrineblack.comContact & Location
Regulatory Information
- FRN
- 757727
- Status
- Authorised
- Date Authorised
- 3 February 2017
- Years Authorised
- 9 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
- ✓Dealing in investments as agent
- ✓Arranging safeguarding and administration of assets
- ✓Managing investments
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓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
- 08321754
- Company Status
- Active
- Incorporation Date
- 6 December 2012
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66120
Team (20)
Karl Victor Thompson
ApprovedCertifiedMohammad Assad Uz-Zaman
ApprovedCertifiedPatrick Henry Bullman
ApprovedCertifiedPhilip Gent
ApprovedCertifiedOliver Pearson-Lund
ApprovedCertifiedNicholas Henry Palmer
CertifiedNicholas Charles Marshall
CertifiedSimon Allen Holloway
Certifiedshakhil Islam
CertifiedPrajesh Maheshchandra Patel
CertifiedMaxwell Peter Weatherby
CertifiedDavid Terence Jobson
CertifiedAshleigh Cherry
CertifiedChristopher George Ling
CertifiedAlexander Henry Rufus Scott Coles
CertifiedChristopher Gerard Montgomery Wicks
CertifiedElizabeth Anne Kunzler
CertifiedSimon Paul Burton
CertifiedIan Debenham Marsden
CertifiedLothar Christian Anton Fuchs
Certified
Quick Facts
- London, London
- 9 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 17 FCA permissions
- CH 08321754
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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.