Neptune Wealth Management Limited
Investment and advice, Wealth/investment advisor
Neptune Wealth Management Limited, 13 Liverpool Road North, Maghull, Liverpool, L31 2HB
Summary
Neptune Wealth Management Limited is a Liverpool-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Mr Christopher Gerard Brian Mayell)
Role appointment: [FCA CF] Client dealing (Mr Blaise Peter Davies)
Role appointment: [FCA CF] Functions requiring qualifications (Mr Christopher Gerard Brian Mayell)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Blaise Peter Davies
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Blaise Peter Davies
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Christopher Gerard Brian Mayell
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Christopher Gerard Brian Mayell
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Blaise Peter Davies
The Chartered Insurance Institute (CII)
Mr Christopher Gerard Brian Mayell
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Blaise Peter Davies
[FCA CF] Functions requiring qualifications
Mr Christopher Gerard Brian Mayell
FAQ
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