Garwood Wealth Management Limited
Investment and advice, Holistic financial planner
10 High Street, Fareham, Hampshire, PO16 7AN
Summary
Garwood Wealth Management Limited is a Fareham-based holistic financial planner. It was first authorised by the FCA in 2021. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mr Kristopher Garwood)
First authorised by the FCA
Permission update: Arranging deals in investments
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Kristopher Garwood
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Kristopher Garwood
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Kristopher Garwood
CPD7 - Personal recommendation on long-term care insurance
Mr Kristopher Garwood
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Kristopher Garwood
FAQ
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