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.

• Cara Louise Hewitt

  IRN CLH01121

  • SMF2 Chief Finance (9 Dec 2019 to 26 Apr 2023)
  • CF28 Systems and controls (10 Apr 2018 to 8 Dec 2019)
• Cerys Bethan Benkjer

  IRN CBC01038

  • CF30 Customer (11 Jun 2015 to 11 Jul 2016)
• Charlene Lok

  IRN CXL00620

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 16 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 16 Jan 2026)
• Charlie Nicol

  IRN CJN01067

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF30 Customer (14 Jul 2010 to 8 Dec 2019)
• Cheryl Campbell Black

  IRN CCB01066

  • CF2 Non Executive Director (27 Apr 2018 to 22 Nov 2018)
• Cheryl Suzanne Young

  IRN CSY00008

  • CF30 Customer (13 Oct 2008 to 9 Mar 2010)
• Christopher James Rhodes

  IRN CJR01148

  • CF1 Director (6 Jul 2010 to 9 Dec 2010)
• Christopher Whiley

  IRN CMW01168

  • [FCA CF] Client dealing (9 Dec 2019 to 30 Jun 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2024)
  • CF30 Customer (11 Jun 2015 to 8 Dec 2019)
• David Avery Weymouth

  IRN DAW01130

  • CF2 Non Executive Director (18 Nov 2015 to 8 Dec 2019)
• David Graham Chester James

  IRN DXJ07568

  • [FCA CF] Functions requiring qualifications (14 Dec 2022 to 29 May 2023)
  • [FCA CF] Client dealing (14 Dec 2022 to 29 May 2023)

• 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.