Age Partnership Wealth Management Limited

• Principal Place of Business

  2200 Century Way

  Thorpe Park

  Leeds

  West Yorkshire

  LS15 8ZB

  UNITED KINGDOM

  Phone

  +441138970331

  Web

  https://www.agepartnership.co.uk

• Complaints Contact

  2200 Century Way

  Thorpe Park

  Leeds

  West Yorkshire

  LS15 8ZB

  UNITED KINGDOM

  Phone

  +441138970330

• P2P Lending Advice

  For Retail (Investment)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Abigail Lewis

  IRN AXL00399

  • [FCA CF] Manager of certification employee (3 Feb 2022 to 23 Aug 2022)
• Andrew Robin Thirkill

  IRN ART01079

  • SMF9 Chair of the Governing Body (30 Jan 2020 to 24 Apr 2026)
  • SMF3 Executive Director (9 Dec 2019 to 19 Mar 2020)
  • CF1 Director (1 Jul 2015 to 8 Dec 2019)
• Ben William Raw

  IRN BWR01026

  • [FCA CF] Client dealing (9 Dec 2019 to 9 Sep 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Sep 2022)
  • CF30 Customer (4 Sep 2015 to 8 Dec 2019)
• Charles Mungroo

  IRN CXM01109

  • SMF3 Executive Director (since 16 Oct 2025)
• Chloe Dunnill

  IRN CXD00137

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 4 Dec 2023)
  • [FCA CF] Client dealing (since 4 Dec 2023)
• Christopher Gage Neave

  IRN CGN01013

  • CF2 Non Executive Director (1 Jul 2015 to 8 Dec 2019)
• Clare Barton

  IRN CXB01029

  • SMF9 Chair of the Governing Body (since 23 Apr 2026)
  • Director of firm who is not a certification employee or a SMF manager (since 1 Aug 2024)
• Corinne Michelle Nevison

  IRN CMN01046

  • CF30 Customer (24 Jul 2015 to 16 Dec 2015)
• Daniel John Baines

  IRN DJB01514

  • SMF3 Executive Director (9 Dec 2019 to 16 Mar 2021)
  • CF1 Director (1 Jul 2015 to 8 Dec 2019)
• Darren Dicks

  IRN DXD00112

  • SMF3 Executive Director (2 Oct 2023 to 12 Aug 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 3 Oct 2023)

• Advise Wise Limited (no longer appointed)

  FRN 1003986 · Appointed 22 Nov 2023 · Until 4 Mar 2025

• Mail Finance Services Limited (no longer appointed)

  FRN 829385 · Appointed 23 Jul 2021 · Until 12 Jun 2023

No changes recorded yet.