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.

• Andrew Richard Bradley

  IRN ARB01216

  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 28 Sep 2020)
  • CF11 Money Laundering Reporting (3 Apr 2017 to 8 Dec 2019)
• Anita Orr

  IRN AXJ01367

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 13 Feb 2026)
  • [FCA CF] Manager of certification employee (since 13 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 13 Feb 2026)
  • CF30 Customer (13 Oct 2008 to 30 Dec 2016)
• Anne Grim

  IRN AMG01270

  • CF1 Director (31 Jul 2017 to 31 Jan 2019)
• Anne-Marie Brennan

  IRN AXB22263

  • SMF3 Executive Director (9 Mar 2020 to 17 Feb 2025)
• Anthony Stephen Lanser

  IRN ASL01088

  • [FCA CF] Manager of certification employee (22 Mar 2023 to 9 Feb 2026)
  • CF1 Director (1 Apr 2016 to 8 Dec 2019)
  • CF29 Significant management (22 Jan 2016 to 22 Mar 2016)
• Aqil Qureshi

  IRN AAQ00001

  • [FCA CF] Significant management (12 Jan 2024 to 4 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Jan 2024)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 4 Apr 2025)
• Ben Taylor

  IRN BXT59668

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 26 Jan 2022)
  • [FCA CF] Functions requiring qualifications (since 26 Jan 2022)
• Brian Bernard Conroy

  IRN BBC00013

  • CF1 Director (30 Jul 2015 to 28 Feb 2018)
• Brian Swainston

  IRN BXS00579

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 29 Jul 2025)
• Brijesh Patel

  IRN BXP01333

  • [FCA CF] Client dealing (14 Oct 2022 to 7 Nov 2025)
  • [FCA CF] Functions requiring qualifications (14 Oct 2022 to 7 Nov 2025)

• 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.