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

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  • · 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.

• Jonathan Arden Hewitt

  IRN JAH01268

  • Responsible for Insurance Mediation (6 Nov 2017 to 30 Jun 2018)
  • CF1 Director (1 Apr 2016 to 30 Jun 2018)
• Julian Roy Webb

  IRN JXW01413

  • CF1 Director (AR) (10 Jul 2015 to 11 Nov 2015)
  • CF3 Chief Executive (30 Jun 2015 to 4 Apr 2016)
  • CF1 Director (30 Jun 2015 to 1 Oct 2018)
• Katherine Hurrell

  IRN KEO00002

  • 11. Pension transfer specialist
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF29 Significant management (19 Apr 2016 to 8 Dec 2019)
  • CF30 Customer (9 Jul 2015 to 8 Dec 2019)
  • Responsible for Insurance Mediation (3 Jul 2015 to 19 Apr 2016)
  • CF1 Director (AR) (23 Jun 2015 to 11 Nov 2015)
  • CF1 Director (12 Jun 2015 to 19 Apr 2016)
• Kathryn McClintock

  IRN KAA01052

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Jun 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Jun 2022)
  • CF30 Customer (27 Dec 2018 to 8 Dec 2019)
• Katrina Tabor

  IRN KAT01053

  • [FCA CF] Client dealing (1 Jul 2020 to 1 Apr 2023)
  • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 1 Apr 2023)
• Keith Patrick Bonin

  IRN KPB01053

  • CF1 Director (1 Apr 2016 to 1 Oct 2018)
  • CF28 Systems and controls (14 Apr 2014 to 1 Apr 2016)
• Kevin Gallafent

  IRN KXG08933

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 4 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 4 Feb 2026)
• Khudeja Khatan Khalique Odon

  IRN KXK01248

  • [FCA CF] Functions requiring qualifications (14 Dec 2022 to 25 Apr 2024)
  • [FCA CF] Client dealing (14 Dec 2022 to 25 Apr 2024)
• Kimberley Margaret Smart

  IRN KXS08914

  • SMF5 Head of Internal Audit (9 Dec 2019 to 11 Feb 2021)
  • CF28 Systems and controls (7 Jan 2019 to 8 Dec 2019)
• Kristina Maria Isherwood

  IRN KMI01003

  • CF1 Director (11 Apr 2016 to 1 Mar 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.