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.

• Ruth Myers

  IRN RXM00878

  • [FCA CF] Significant management (since 10 Aug 2023)
• Sabrina Alessia Tambini

  IRN SXT21530

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 4 Apr 2022)
  • [FCA CF] Client dealing (since 4 Apr 2022)
• Sally Elizabeth Walden

  IRN SEW01051

  • SMF12 Chair of the Remuneration Committee (since 4 Aug 2025)
• Sally Nelson

  IRN SRN01037

  • [FCA CF] Significant management (9 Dec 2019 to 1 Nov 2025)
  • CF1 Director (26 Sep 2015 to 8 Dec 2019)
• Sarah Emily Smith

  IRN SEW01094

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 4 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 4 Mar 2024)
  • CF30 Customer (11 Mar 2015 to 30 Nov 2016)
• Simon Coulon

  IRN SMC01272

  • CF28 Systems and controls (27 Feb 2017 to 13 Jul 2018)
• Simon Daniel Kibrit

  IRN SDK01040

  • CF30 Customer (1 May 2008 to 10 Sep 2008)
• Simon Gibbons

  IRN SAG01038

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 19 Dec 2023)
• Simon Graham Narracott

  IRN SXN00214

  • SMF4 Chief Risk (since 11 Oct 2022)
• Simon Mark Haslam

  IRN SMH01071

  • SMF10 Chair of the Risk Committee (17 Jan 2020 to 22 Dec 2020)
  • SMF11 Chair of the Audit Committee (17 Jan 2020 to 22 Dec 2020)
  • SMF12 Chair of the Remuneration Committee (17 Jan 2020 to 11 Sep 2020)
  • CF1 Director (1 Jul 2016 to 8 Dec 2019)

• 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.