TWP Wealth Limited

• Principal Place of Business

  69 London Road

  Alderley Edge

  Cheshire

  SK9 7DY

  UNITED KINGDOM

  Phone

  +4401625582500

  Web

  https://www.twpwealth.com

• Complaints Contact

  69 London Road

  Alderley Edge

  Cheshire

  SK9 7DY

  UNITED KINGDOM

  Phone

  +4401625582500

• 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

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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, 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

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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.

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• 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

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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.

• Grant Thomas Hotson

  IRN GTH01036

  • SMF3 Executive Director (since 1 Nov 2025)
• Gregory Matthew Neall

  IRN GMN01020

  • CF30 Customer (21 Aug 2012 to 12 Dec 2013)
• Harvey Thomas Bainbridge

  IRN HTB01009

  • CF30 Customer (27 Jul 2012 to 22 Aug 2013)
• Iain Lindsay Parkhouse

  IRN ILP00003

  • CF30 Customer (2 Aug 2012 to 28 Dec 2012)
• Ian George Richards

  IRN IGR01011

  • CF30 Customer (15 Dec 2017 to 10 Oct 2018)
• Jebun Nessa Kazi

  IRN JXK00738

  • 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] Client dealing (since 18 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 18 Nov 2024)
• John Marshall Roberts

  IRN JMR00004

  • CF30 Customer (10 Jun 2013 to 25 Jan 2018)
• John Michael Cunliffe

  IRN JMC01299

  • [FCA CF] Client dealing (9 Dec 2019 to 10 Nov 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 10 Nov 2025)
  • CF30 Customer (18 Dec 2018 to 7 Dec 2022)
• Jonathan Raettig

  IRN JXR01359

  • SMF9 Chair of the Governing Body (since 1 Jul 2024)
  • Director of firm who is not a certification employee or a SMF manager (1 Nov 2022 to 1 Jul 2024)
• Kerry Anne Vilchez

  IRN KAM01150

  • 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
  • [FCA CF] Functions requiring qualifications (since 28 Feb 2026)
  • [FCA CF] Client dealing (since 28 Feb 2026)

• TWP Entrust Limited (no longer appointed)

  FRN 749599 · Appointed 10 Jun 2016 · Until 12 Dec 2022

• CHAFES FINANCIAL LIMITED (no longer appointed)

  FRN 712590 · Appointed 1 Aug 2015 · Until 7 Jul 2020

• Wake Up Your Wealth Ltd (no longer appointed)

  FRN 529424 · Appointed 13 Jul 2012 · Until 12 Dec 2013

• OPAL BENEFITS LTD (no longer appointed)

  FRN 584470 · Appointed 11 Jul 2012 · Until 22 Aug 2013

No changes recorded yet.