Age Partnership Wealth Management Limited

Date authorised
1 July 2015
Companies House
09073664
Last scraped
1 week ago
Watch for changes

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.

  • Stephanie Thirkill

    IRN SXT00204

    • Director of firm who is not a certification employee or a SMF manager (since 15 Aug 2023)
  • Stephen Andrew Auckland

    IRN SXA81638

    • Responsible for Insurance Distribution (8 Sep 2020 to 9 Feb 2024)
    • SMF1 Chief Executive (8 Sep 2020 to 9 Feb 2024)
    • SMF3 Executive Director (8 Sep 2020 to 9 Feb 2024)
  • Timothy John Loy

    IRN TJL01080

    • SMF3 Executive Director (9 Dec 2019 to 14 Jun 2021)
    • SMF1 Chief Executive (9 Dec 2019 to 21 Oct 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 30 Apr 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 14 Jun 2021)
    • CF3 Chief Executive (1 Jul 2015 to 8 Dec 2019)
    • Responsible for Insurance Mediation (1 Jul 2015 to 30 Sep 2018)
    • CF1 Director (1 Jul 2015 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Jul 2015 to 17 Sep 2018)
    • CF11 Money Laundering Reporting (1 Jul 2015 to 8 Dec 2019)

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.