Age Partnership Wealth Management Limited

Date authorised
1 July 2015
Companies House
09073664
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 2 limitations
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • James Patrick Mitchell

    IRN JPM01260

    • CF2 Non Executive Director (1 Jul 2015 to 8 Dec 2019)
  • James Perkin

    IRN JXP47187

    • SMF3 Executive Director (7 Nov 2024 to 19 Dec 2025)
  • James Tallet

    IRN JXT02098

    • CF30 Customer (16 Apr 2018 to 9 May 2018)
  • Janice Walsh

    IRN JXW00103

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Jonathan Alan Andrew Thirkill

    IRN JXT00176

    • Responsible for Insurance Distribution (since 26 Jan 2024)
    • SMF3 Executive Director (since 17 May 2023)
    • Director of firm who is not a certification employee or a SMF manager (29 May 2020 to 17 May 2023)
  • Jonathan Paul Simpson

    IRN JPS01248

    • SMF3 Executive Director (9 Dec 2019 to 10 May 2021)
    • CF1 Director (1 Jul 2015 to 8 Dec 2019)
  • Justin John Wysocki

    IRN JJW01114

    • SMF3 Executive Director (9 Dec 2019 to 28 Jul 2023)
    • CF1 Director (5 Aug 2015 to 8 Dec 2019)
  • Karl Horsfield

    IRN KXH01516

    • [FCA CF] Significant management (since 22 Oct 2025)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Client dealing (9 Dec 2019 to 22 Oct 2025)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Oct 2025)
    • CF30 Customer (20 Feb 2017 to 8 Dec 2019)
  • Kenneth Kaye

    IRN KXK01921

    • CF30 Customer (7 Nov 2016 to 10 Jul 2017)
  • Lee Kevin Riding

    IRN LKR01011

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Aug 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Aug 2024)
    • CF30 Customer (9 Jun 2017 to 8 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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