IFT Wealth Management Ltd

Date authorised
1 November 2019
Companies House
07325816
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    1st Floor
    K Mill
    Dean Clough
    Halifax
    West Yorkshire
    HX3 5AX
    UNITED KINGDOM
    Phone
    +441422349131
    Web
    https://www.iftwm.com

  • Complaints Contact

    1st Floor
    K Mill
    Dean Clough
    Halifax
    West Yorkshire
    HX3 5AX
    UNITED KINGDOM
    Phone
    +441422349131

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  • Investment Advice (no pensions)

    For 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

  • Authorised to Operate

  • Arranges Investments

    For 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

  • Investment Setup

    For 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

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Gary Joseph Hanley

    IRN GJH01165

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • SMF3 Executive Director (since 17 Feb 2023)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2019 to 8 Dec 2019)
  • Laurence Turner

    IRN LXT00021

    • SMF3 Executive Director (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Aug 2025)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 24 Feb 2023)
    • SMF16 Compliance Oversight (9 Dec 2019 to 24 Feb 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 7 Aug 2025)
    • CF30 Customer (1 Nov 2019 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (1 Nov 2019 to 8 Dec 2019)
    • CF10 Compliance Oversight (1 Nov 2019 to 8 Dec 2019)
    • CF1 Director (1 Nov 2019 to 8 Dec 2019)
    • Responsible for Insurance Distribution (1 Nov 2019 to 24 Feb 2023)
  • Tobias Geoffrey Turner

    IRN TGT01018

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 11. Pension transfer specialist
    • Responsible for Insurance Distribution (since 17 Feb 2023)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 17 Feb 2023)
    • SMF16 Compliance Oversight (since 17 Feb 2023)
    • SMF3 Executive Director (since 11 May 2020)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2019 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.