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.

• Paul James Hawker

  IRN PJH01260

  • CF28 Systems and controls (26 Jun 2015 to 31 Dec 2016)
• Pavanjot Basra

  IRN PXB02646

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 7 May 2025)
  • [FCA CF] Client dealing (since 7 May 2025)
  • [FCA CF] Functions requiring qualifications (5 Sep 2022 to 30 Jan 2024)
  • [FCA CF] Client dealing (5 Sep 2022 to 30 Jan 2024)
• Peter John Horrell

  IRN PJH01318

  • SMF13 Chair of the Nominations Committee (since 8 Dec 2022)
  • CF3 Chief Executive (1 Apr 2016 to 8 Dec 2019)
  • CF1 Director (6 May 2015 to 8 Dec 2019)
• Prem Chandravadan Nathalal Sidhpura

  IRN PXS01806

  • [FCA CF] Functions requiring qualifications (8 Feb 2021 to 26 Mar 2021)
  • [FCA CF] Client dealing (8 Feb 2021 to 26 Mar 2021)
• Rachel Adams

  IRN RXA00609

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 18 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 18 Nov 2025)
• Rachel Elaine Fittall

  IRN REF01048

  • SMF5 Head of Internal Audit (11 Feb 2021 to 28 Aug 2025)
• Raj Mistri

  IRN RXM01974

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 7 Jun 2021)
  • [FCA CF] Client dealing (since 7 Jun 2021)
• Richard Austin Parkin

  IRN RAP01221

  • CF1 Director (AR) (10 Jul 2015 to 11 Nov 2015)
  • CF1 Director (1 Jul 2015 to 4 Apr 2016)
  • CF2 Non Executive Director (AR) (10 Mar 2014 to 10 Jul 2015)
  • CF2 Non Executive Director (25 Feb 2014 to 1 Jul 2015)
• Robert Alan Bullivant

  IRN RAB01144

  • CF1 Director (AR) (28 Jun 2013 to 31 Jul 2015)
  • CF28 Systems and controls (28 Jan 2011 to 1 Apr 2013)
  • CF10 Compliance Oversight (2 Oct 2008 to 10 Feb 2015)
  • CF11 Money Laundering Reporting (2 Oct 2008 to 10 Feb 2015)
  • CF3 Chief Executive (19 May 2008 to 1 Apr 2013)
  • CF8 Apportionment and Oversight (19 May 2008 to 31 Mar 2009)
  • CF30 Customer (19 May 2008 to 31 Jul 2015)
  • Responsible for Insurance Mediation (19 May 2008 to 31 Jul 2015)
  • CF1 Director (19 May 2008 to 31 Jul 2015)
• Robert Alan Scott Edge

  IRN RAE01062

  • CF30 Customer (1 Nov 2007 to 20 Apr 2009)
  • CF21 Investment Adviser (23 May 2007 to 31 Oct 2007)

• 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.