UK (FCA)
Authorised
MiFID
Authorised since January 2025
Last updated 11 February 2026
AEQUITAS WEALTH MANAGEMENT LIMITED
Investment and advice, Wealth manager
Location
Spaces, Lewis Building, 35 Bull Street, Birmingham, B4 6AF
Summary
AEQUITAS WEALTH MANAGEMENT LIMITED is a Birmingham-based wealth manager. It was first authorised by the FCA in 2025. It has permissions related to investments.
Timeline
20 January 2025
First authorised by the FCA
20 January 2025
Permission update: Advising (ex Pension Transfers/Opt Outs)
20 January 2025
Role appointment: SMF16 Compliance Oversight (Thomas Gerard Kelly)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
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