Towers Watson Limited

• Principal Place of Business

  Watson House

  London Road

  Reigate

  Surrey

  RH2 9PQ

  UNITED KINGDOM

  Phone

  +4401737241144

  Web

  https://www.wtwco.com

• Complaints Contact

  Towers Watson Ltd

  Watson House

  London Road

  Reigate

  Surrey

  RH2 9PQ

  UNITED KINGDOM

  Phone

  +4402031246000

• P2P Lending Advice

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Eligible Counterparty, 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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  • · 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, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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

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

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, 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.

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts

• Stockbroking

  For Commercial, Eligible Counterparty, 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.

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Alternative Debenture, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, 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.

• Manages Your Portfolio

  For Professional, Certificates representing certain security, Commodity Future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, 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.

• Katharine Boysen

  IRN KXB00149

  • [FCA CF] Significant management (since 9 Dec 2019)
  • [FCA CF] Material risk taker (9 Dec 2019 to 1 Jan 2022)
• Katharine Lindley

  IRN KSL01007

  • CF24 Pension Transfer Specialist (30 Jul 2005 to 30 Jun 2007)
  • CF21 Investment Adviser (30 Jul 2005 to 30 Jun 2007)
• Katharine Mary Collins

  IRN KMC01031

  • [FCA CF] Manager of certification employee (since 25 Jul 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (14 Oct 2014 to 8 Dec 2019)
• Katherine Ann Russell

  IRN KXG06996

  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (24 Oct 2023 to 20 Jun 2025)
  • CF30 Customer (6 Oct 2018 to 8 Dec 2019)
• Katherine Lindsay Raine Roberts

  IRN KLR01037

  • CF30 Customer (23 Feb 2012 to 12 Dec 2016)
• Katherine Margaret Heloise Walker

  IRN KXW01215

  • CF30 Customer (1 Nov 2007 to 3 Mar 2016)
  • CF21 Investment Adviser (1 Aug 2005 to 31 Oct 2007)
• Katherine Marion Sims

  IRN KMS01114

  • [FCA CF] Manager of certification employee (since 8 Dec 2025)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (13 Nov 2012 to 8 Dec 2019)
• Kathleen Jennifer Yates

  IRN KJY00008

  • CF30 Customer (29 Apr 2009 to 30 Jun 2015)
• Kathryn Armitstead

  IRN KXA01231

  • CF21 Investment Adviser (30 Jul 2005 to 12 Apr 2007)
• Kathryn Baker

  IRN KXB01604

  • CF30 Customer (28 Feb 2012 to 15 Jul 2014)

• Watson Wyatt International Ltd (no longer appointed)

  FRN 467823 · Appointed 11 May 2007 · Until 7 Feb 2011

No changes recorded yet.