TPD Wealth Management Limited

Date authorised
2 January 2014
Companies House
08505361
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    30 Great Underbank
    Stockport
    Greater Manchester
    SK1 1NB
    UNITED KINGDOM
    Phone
    +4401619400176
    Web
    https://www.tpdwealth.co.uk

  • Complaints Contact

    30 Great Underbank
    Stockport
    SK1 1NB
    UNITED KINGDOM
    Phone
    +441619400176

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance)

  • 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

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
    • · 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, 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
    • · 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, 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
    • · 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · 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”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, 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
    • · 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.

Approved individuals

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

  • Andrew Colin Barlow

    IRN AXB04515

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 28 Jan 2025)
  • Babar Ajaz

    IRN BXA00128

    • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 12 Mar 2026)
  • Christopher James Burgess

    IRN CXB01429

    • CF30 Customer (4 Jun 2014 to 17 Oct 2014)
  • Christopher Keiran Turner

    IRN CKT01013

    • CF1 Director (AR) (20 Jun 2016 to 12 Feb 2019)
  • Christopher Owen Stevenson

    IRN COS01011

    • CF1 Director (AR) (19 May 2014 to 20 Feb 2015)
  • David Anthony Hill

    IRN DAH01306

    • CF1 Director (AR) (16 Sep 2014 to 29 Dec 2014)
  • Ian Philip Thompstone

    IRN IPT00006

    • CF1 Director (23 Jan 2015 to 21 Jan 2016)
    • CF30 Customer (2 Jan 2014 to 4 Jan 2016)
  • Jonathon Mark Turner

    IRN JMT01158

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF3 Executive Director (since 26 Jun 2025)
    • [FCA CF] Functions requiring qualifications (since 8 Dec 2020)
    • [FCA CF] Client dealing (8 Dec 2020 to 9 Dec 2020)
  • Mark Raymond Leech

    IRN MRL00024

    • CF1 Director (AR) (14 Jun 2016 to 22 Mar 2024)
  • Pamela Lisa Angel

    IRN PLA01014

    • CF1 Director (2 Jan 2014 to 6 Dec 2019)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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