FIL Wealth Management Limited

Date authorised
1 April 2013
Companies House
06121251
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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.

  • Tarja Hannele Keen

    IRN THK01007

    • CF30 Customer (1 Feb 2011 to 16 Jul 2012)
  • Tatiana Bateson

    IRN TXW01304

    • [FCA CF] Functions requiring qualifications (27 Sep 2023 to 3 Jul 2025)
    • [FCA CF] Client dealing (27 Sep 2023 to 3 Jul 2025)
  • Teresa Robson-Capps

    IRN TXR01193

    • CF2 Non Executive Director (27 Apr 2018 to 8 Dec 2019)
  • Tessa Ann Codron

    IRN TAC01121

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 28 Jul 2023)
    • [FCA CF] Client dealing (since 28 Jul 2023)
  • Valerie Anne Pollard

    IRN VAP00010

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF21 Investment Adviser (23 May 2007 to 31 Oct 2007)
  • Victoria May

    IRN VXM00215

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Jan 2025)
    • [FCA CF] Client dealing (since 9 Jan 2025)
  • William Charles Burrows

    IRN WCB01009

    • CF30 Customer (7 Nov 2007 to 27 Nov 2007)
  • Zoe Amanda Jardine

    IRN ZAD01000

    • CF30 Customer (1 Nov 2007 to 8 Sep 2008)
    • CF21 Investment Adviser (6 Aug 2007 to 31 Oct 2007)

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.