FIL Wealth Management Limited

• Principal Place of Business

  Beech Gate

  Millfield Lane

  Lower Kingswood

  Tadworth

  Surrey

  KT20 6RP

  UNITED KINGDOM

  Phone

  +440800222550

  Web

  https://www.fidelity.co.uk

• Complaints Contact

  Beech Gate

  Millfield Lane

  Lower Kingswood

  Tadworth

  Surrey

  KT20 6RP

  UNITED KINGDOM

  Phone

  +448000845054

• Pension Transfer Advice

  For Professional, 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

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Authorised to Operate

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• Adam Gifford

  IRN AXG02209

  • CF30 Customer (14 Jun 2012 to 19 Oct 2015)
• Adam Haylock

  IRN AXH00184

  • [FCA CF] Significant management (since 9 Dec 2019)
• Alan John Coring

  IRN AJC00155

  • CF30 Customer (1 Nov 2007 to 30 Jan 2008)
  • CF21 Investment Adviser (23 May 2007 to 31 Oct 2007)
• Alan Phillip Higham

  IRN APH01098

  • CF2 Non Executive Director (AR) (11 Mar 2014 to 31 Jul 2015)
  • CF2 Non Executive Director (6 Mar 2014 to 31 Jul 2015)
  • CF3 Chief Executive (AR) (17 Jun 2013 to 11 Feb 2014)
  • CF1 Director (AR) (17 Jun 2013 to 25 Feb 2014)
  • CF3 Chief Executive (11 Mar 2013 to 10 Feb 2014)
  • CF30 Customer (4 May 2012 to 25 Feb 2014)
  • CF1 Director (11 Apr 2011 to 25 Feb 2014)
• Alastair Cole

  IRN ANC00020

  • CF30 Customer (10 Sep 2012 to 10 Jan 2017)
• Alexandra Louise Connell

  IRN ALC01107

  • [FCA CF] Client dealing (14 Dec 2022 to 2 Jun 2025)
  • [FCA CF] Functions requiring qualifications (14 Dec 2022 to 2 Jun 2025)
• Amanda Sarah Mitchell

  IRN ASM01234

  • CF30 Customer (4 Mar 2015 to 27 Jan 2017)
• Amanjit Singh Athwal

  IRN ASA01121

  • [FCA CF] Functions requiring qualifications (29 Sep 2022 to 8 Aug 2024)
  • [FCA CF] Client dealing (29 Sep 2022 to 8 Aug 2024)
• Amy May Hill

  IRN AXH23443

  • [FCA CF] Client dealing (8 Jul 2021 to 8 Dec 2022)
  • [FCA CF] Functions requiring qualifications (8 Jul 2021 to 8 Dec 2022)
• Andrew Jonathan Morris

  IRN AJM01250

  • CF1 Director (27 Apr 2016 to 3 Nov 2017)

• FIL Retirement Services Ltd (no longer appointed)

  FRN 602377 · Appointed 10 Jun 2013 · Until 16 Nov 2015

• PayingForCare Limited (no longer appointed)

  FRN 577309 · Appointed 30 May 2012 · Until 7 Nov 2012

• Care Annuity Direct Ltd (no longer appointed)

  FRN 542004 · Appointed 30 Mar 2012 · Until 17 Jun 2013

• Pension Vesting Services (no longer appointed)

  FRN 575634 · Appointed 21 Feb 2012 · Until 17 Jun 2013

No changes recorded yet.