Wealthfusion Limited

• Principal Place of Business

  Landmark

  2 Portman Street

  London

  Westminster

  W1H 6DU

  UNITED KINGDOM

  Phone

  +4402081547030

  Web

  https://www.wealthfusion.co.uk

• Complaints Contact

  Landmark

  2 Portman Street

  London

  Westminster

  W1H 6DU

  UNITED KINGDOM

  Phone

  +4402081547030

• Investment Advice (no pensions)

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, 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), 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.

• 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, 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), 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.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Stockbroking

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, 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), 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.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

• Aaruni Kumar Jahgirdhar

  IRN AXJ00326

  • [FCA CF] Client dealing (16 Jun 2022 to 7 Feb 2024)
• Anil Dadlani

  IRN AXD01503

  • [FCA CF] Client dealing (16 Mar 2022 to 7 Feb 2024)
  • [FCA CF] Functions requiring qualifications (16 Mar 2022 to 7 Feb 2024)
• Jane Clare Grier

  IRN JCG01152

  • SMF1 Chief Executive (since 16 Sep 2025)
  • SMF3 Executive Director (since 4 Jun 2025)
  • SMF16 Compliance Oversight (since 7 Mar 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Apr 2023)
• Malcolm David Reid

  IRN MDR01092

  • SMF17 Money Laundering Reporting Officer (MLRO) (28 Apr 2021 to 28 Feb 2023)
• Manoher Ghanshamdas Mulchandani

  IRN MXM21568

  • SMF3 Executive Director (since 2 Mar 2020)
• Rajesh Yadav

  IRN RXY01049

  • 14. Managing investments
  • 3. Giving personal recommendations on derivatives
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 13. Giving personal recommendations on and dealing with derivatives
  • [FCA CF] Functions requiring qualifications (since 1 Dec 2023)
  • [FCA CF] Client dealing (since 14 Sep 2023)
• Shruthi Rao Nagaraj

  IRN SNR01036

  • [FCA CF] Functions requiring qualifications (1 Jan 2021 to 29 May 2024)
  • [FCA CF] Client dealing (1 Jan 2021 to 29 May 2024)
• Thomas Lubon

  IRN TXL00180

  • [FCA CF] Client dealing (16 Jun 2022 to 30 Apr 2023)
• Udit Pal Garg

  IRN UPG01001

  • [FCA CF] Client dealing (since 1 Jan 2021)
  • SMF3 Executive Director (since 2 Mar 2020)
  • SMF16 Compliance Oversight (2 Mar 2020 to 29 Jan 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (2 Mar 2020 to 29 Apr 2021)

No changes recorded yet.