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.

• Mark Pannell

  IRN MXP10515

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Mar 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 19 Mar 2021)
  • CF30 Customer (18 Jan 2019 to 8 Dec 2019)
• Matthew Griggs

  IRN MXG00146

  • SMF24 Chief Operations (since 11 Nov 2024)
  • [FCA CF] Manager of certification employee (7 May 2024 to 11 Nov 2024)
  • [FCA CF] Significant management (9 Dec 2019 to 11 Nov 2024)
• Mei Lin Foster

  IRN MLL01034

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 8 Sep 2023)
  • [FCA CF] Client dealing (since 8 Sep 2023)
• Michelle Ann Cracknell

  IRN MAC00004

  • SMF9 Chair of the Governing Body (since 15 Jun 2021)
  • CF2 Non Executive Director (8 Nov 2019 to 8 Dec 2019)
• Michelle Leigh Brough

  IRN MXB00765

  • [FCA CF] Functions requiring qualifications (12 Aug 2024 to 19 Nov 2024)
  • [FCA CF] Client dealing (12 Aug 2024 to 19 Nov 2024)
• Michelle Lorraine Edwards

  IRN MLE01007

  • CF11 Money Laundering Reporting (30 Jan 2015 to 18 Mar 2017)
• Narendra Katoch

  IRN NXK01203

  • [FCA CF] Functions requiring qualifications (27 May 2021 to 21 Jun 2024)
  • [FCA CF] Client dealing (27 May 2021 to 21 Jun 2024)
• Natalie Caine

  IRN NXC00294

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 28 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 28 Sep 2022)
• Natalie Cotter

  IRN NXB01506

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 2 Jan 2024)
  • [FCA CF] Functions requiring qualifications (since 18 Sep 2023)
  • [FCA CF] Manager of certification employee (since 18 Sep 2023)
  • [FCA CF] Functions requiring qualifications (3 Aug 2020 to 8 Dec 2022)
  • [FCA CF] Manager of certification employee (3 Aug 2020 to 8 Dec 2022)
• Nicholas Anton Anderson

  IRN NAA00004

  • SMF16 Compliance Oversight (since 12 Aug 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.