FIL Wealth Management Limited

Date authorised
1 April 2013
Companies House
06121251
Last scraped
2 weeks ago
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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.

  • Helen Joyce Walter

    IRN HXW00293

    • SMF5 Head of Internal Audit (since 18 Sep 2025)
  • Ian Bruce Owen

    IRN IBO01001

    • CF2 Non Executive Director (23 May 2007 to 20 Jan 2010)
  • Ian Donald Thompson

    IRN IDT01025

    • CF29 Significant management (19 May 2015 to 8 Dec 2019)
  • Jacqueline Boylan

    IRN JXB12095

    • Responsible for Insurance Distribution (since 9 Feb 2024)
    • SMF1 Chief Executive (since 9 Feb 2024)
  • James Harris

    IRN JPH01273

    • CF29 Significant management (7 Mar 2016 to 8 Dec 2019)
  • James Manning

    IRN JCM01274

    • [FCA CF] Functions requiring qualifications (1 Jun 2020 to 15 Dec 2025)
    • [FCA CF] Client dealing (1 Jun 2020 to 15 Dec 2025)
  • James Pannell

    IRN JXP14925

    • [FCA CF] Client dealing (10 Nov 2021 to 2 Apr 2024)
    • [FCA CF] Functions requiring qualifications (10 Nov 2021 to 2 Apr 2024)
    • CF30 Customer (17 May 2019 to 8 Dec 2019)
  • Jenn-Hui Tan

    IRN JXT00612

    • [FCA CF] Significant management (since 29 Jul 2024)
  • John Michael Frederic Ford

    IRN JMF01059

    • CF1 Director (3 May 2016 to 22 Sep 2017)
  • John Patrick Clarke

    IRN JXC02103

    • SMF17 Money Laundering Reporting Officer (MLRO) (10 Mar 2021 to 1 Aug 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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