UK (FCA)
Authorised
MiFID
Authorised since January 2025
Last updated 11 February 2026
AEQUITAS WEALTH MANAGEMENT LIMITED logo

AEQUITAS WEALTH MANAGEMENT LIMITED

Investment and advice, Wealth manager

Location

Aequitas Wealth Management Ltd, Spaces, The Mailbox, 3 Wharfside Street, Birmingham, West Midlands, B1 1RD

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: Arranging deals in investments

20 January 2025

Permission update: Making arrangements

Firm permissions

Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Thomas Gerard Kelly

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Thomas Gerard Kelly

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Matthew Wiliam Kidd

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Philip Newell Lindsay Stepp

email@company.com+44 20 0000 0000

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