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.

  • Mohammed Shabab Gulfraz

    IRN MSG01085

    • CF30 Customer (2 Jun 2017 to 28 Dec 2018)
  • Paul Leeming

    IRN PXL01742

    • CF30 Customer (10 Jul 2018 to 4 Jul 2019)
  • Penelope Midgley

    IRN PXR01753

    • CF30 Customer (24 Jul 2015 to 20 Mar 2017)
  • Robert Anthony Daniel

    IRN RAD01166

    • CF1 Director (AR) (9 Sep 2021 to 12 Jun 2023)
  • Robert Bamford

    IRN RXB02436

    • CF30 Customer (24 Apr 2017 to 16 Mar 2018)
  • Robert Fairbanks

    IRN RXF00082

    • [FCA CF] Manager of certification employee (since 4 Apr 2025)
  • Scott Bowden

    IRN SXB03785

    • [FCA CF] Client dealing (9 Dec 2019 to 4 Dec 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Dec 2024)
    • CF30 Customer (29 Aug 2018 to 8 Dec 2019)
  • Scott Thomson

    IRN SXT01264

    • SMF16 Compliance Oversight (since 18 Dec 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 31 Oct 2024)
    • [FCA CF] Significant management (22 Apr 2021 to 18 Dec 2024)
  • Simon John Waters

    IRN SJW01388

    • [FCA CF] Client dealing (9 Dec 2019 to 29 Jul 2022)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Jul 2022)
    • CF30 Customer (5 Feb 2018 to 8 Dec 2019)
  • Simon Warhurst

    IRN SXW01643

    • SMF17 Money Laundering Reporting Officer (MLRO) (28 Apr 2021 to 28 Jun 2024)
    • SMF3 Executive Director (9 Dec 2019 to 28 Jun 2024)
    • CF1 Director (1 Jul 2015 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.

No changes recorded yet.