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.

• David John Marlow

  IRN DJM01383

  • SMF1 Chief Executive (25 May 2024 to 20 Feb 2026)
• David Paul Wing

  IRN DXW00191

  • SMF16 Compliance Oversight (9 Dec 2019 to 6 Dec 2024)
  • SMF3 Executive Director (9 Dec 2019 to 6 Dec 2024)
  • CF10 Compliance Oversight (20 Sep 2018 to 8 Dec 2019)
  • CF1 Director (20 Sep 2018 to 8 Dec 2019)
• Edward John Tee

  IRN EJT01060

  • 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 3 Jan 2023)
  • [FCA CF] Client dealing (since 3 Jan 2023)
• Eleanor Kathleen Jenkins

  IRN EKJ00007

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
  • CF30 Customer (28 Apr 2017 to 8 Dec 2019)
• Gavin Mark Syson

  IRN GXS00196

  • [FCA CF] Significant management (since 9 Dec 2019)
• Georgia Rose Winston

  IRN GRW01105

  • [FCA CF] Functions requiring qualifications (1 Aug 2022 to 14 Oct 2022)
  • [FCA CF] Client dealing (1 Aug 2022 to 14 Oct 2022)
• Glenn Booth

  IRN GXB00059

  • CF30 Customer (24 Jul 2015 to 5 Dec 2019)
• Howard Michael Hill

  IRN HMH00007

  • CF30 Customer (24 Jul 2015 to 15 Jun 2016)
• Iain David Newton

  IRN IXN00010

  • [FCA CF] Significant management (9 Dec 2019 to 23 Apr 2021)
• Ian Peter Greenhalgh

  IRN IPG00003

  • CF30 Customer (31 Oct 2018 to 19 Mar 2019)

• 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.