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.

• Lisa Shaw

  IRN LXS00336

  • [FCA CF] Manager of certification employee (since 4 Apr 2025)
• Louise Barraclough

  IRN LXC00289

  • SMF3 Executive Director (1 Sep 2025 to 13 Jan 2026)
  • [FCA CF] Significant management (28 Apr 2025 to 1 Sep 2025)
• Louise Hannah Devine

  IRN LXD00260

  • 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 1 Nov 2022)
  • [FCA CF] Client dealing (since 1 Nov 2022)
• Luke John Mason

  IRN LJM01159

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2020)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2020)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Jan 2020)
  • CF30 Customer (24 Jul 2015 to 8 Dec 2019)
• Lynsey Lawson

  IRN LXL00356

  • SMF3 Executive Director (since 10 Mar 2026)
• Malcolm Jackson

  IRN MXJ00004

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2020)
  • CF30 Customer (2 Jan 2019 to 8 Dec 2019)
• Martin William Bellamy

  IRN MWB01056

  • SMF3 Executive Director (6 May 2021 to 31 Jan 2024)
• Matthew Fox

  IRN MXF00060

  • CF30 Customer (24 Jul 2015 to 31 Aug 2016)
• Michael Cooke

  IRN MXC03129

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

  IRN MXH03408

  • SMF3 Executive Director (since 23 Apr 2026)
  • SMF1 Chief Executive (since 23 Apr 2026)

• 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.