Kingsfleet Wealth Limited

• Principal Place of Business

  Kingsfleet Wealth

  Claydon Court

  Old Ipswich Road

  Claydon

  Ipswich

  Suffolk

  IP6 0AE

  UNITED KINGDOM

  Phone

  +4401473744724

  Web

  https://kingsfleetwealth.co.uk

• Complaints Contact

  Kingsfleet Wealth

  Claydon Court

  Old Ipswich Road

  Claydon

  Ipswich

  Suffolk

  IP6 0AE

  UNITED KINGDOM

  Phone

  +4401473744724

• Pension Transfer Advice

  For Professional, 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

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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.

• 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, Structured Deposits, Unit, Warrant

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• 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, Structured Deposits, Unit, Warrant

• 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, Structured Deposits, Unit, Warrant

• Kezia Shaddick

  IRN KXS00206

  • Director of firm who is not a certification employee or a SMF manager (since 14 Oct 2022)
• Louise Gladwell

  IRN LXH00194

  • 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)
  • [FCA CF] Functions requiring qualifications (since 8 Oct 2024)
  • [FCA CF] Client dealing (since 8 Oct 2024)
• Melonie Margaret Low

  IRN MXL00614

  • Director of firm who is not a certification employee or a SMF manager (since 14 Oct 2022)
• Michael Charles Watson

  IRN MCW00011

  • Responsible for Insurance Mediation (8 Apr 2010 to 28 Apr 2011)
  • CF30 Customer (8 Apr 2010 to 30 Jun 2011)
  • CF11 Money Laundering Reporting (8 Apr 2010 to 20 May 2011)
  • CF10 Compliance Oversight (8 Apr 2010 to 20 May 2011)
  • CF1 Director (8 Apr 2010 to 30 Jun 2011)
• Rory Rajan Joseph

  IRN RRJ01011

  • CF1 Director (AR) (25 Jul 2012 to 6 Jun 2013)
  • CF30 Customer (12 Jul 2012 to 6 Jun 2013)
• Stephen James Buckle

  IRN SJB01531

  • CF30 Customer (18 Jan 2013 to 27 Feb 2013)
  • CF10 Compliance Oversight (17 Jul 2012 to 27 Feb 2013)
• Stephen James Doe

  IRN SJD01117

  • CF30 Customer (1 Aug 2015 to 15 Nov 2016)
• Stephen James Walton

  IRN SJW01430

  • CF30 Customer (10 Jan 2014 to 2 Aug 2016)
• Stuart Cameron Millan

  IRN SCM00029

  • [FCA CF] Client dealing (8 Jan 2020 to 12 Dec 2021)
  • [FCA CF] Functions requiring qualifications (8 Jan 2020 to 12 Dec 2021)
• William David Horrex

  IRN WXH00184

  • 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)
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2026)
  • [FCA CF] Client dealing (since 1 Feb 2026)
  • [FCA CF] Manager of certification employee (since 1 Aug 2025)

• JLM Independent Wealth Management Ltd (no longer appointed)

  FRN 568334 · Appointed 11 Jun 2012 · Until 6 Jun 2013

No changes recorded yet.