Wealthify Limited

Date authorised
12 October 2015
Companies House
09034828
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Wealthify
    Tec Marina
    Terra Nova Way
    Penarth
    Vale Of Glamorgan
    CF64 1SA
    UNITED KINGDOM
    Phone
    +4408008021800
    Web
    https://www.wealthify.com

  • Complaints Contact

    Wealthify
    Tec Marina
    Terra Nova Way
    Penarth
    Vale Of Glamorgan
    CF64 1SA
    UNITED KINGDOM
    Phone
    +448008021800

What this firm is allowed to do

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

  • 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, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Arranges Asset Safekeeping

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

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Stockbroking

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

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

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

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Holds Your Assets

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

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Akshaya Bhargava

    IRN AXB02692

    • Director of firm who is not a certification employee or a SMF manager (25 May 2021 to 10 Jul 2023)
  • Alessia Maria Emilia Kosagowsky

    IRN AXK00623

    • Director of firm who is not a certification employee or a SMF manager (since 20 Oct 2022)
  • Alun Edward Manley Doull

    IRN AED01058

    • CF1 Director (12 Oct 2015 to 5 Oct 2017)
  • Andrew James Du Parcq Amy

    IRN AXA03454

    • CF30 Customer (12 Oct 2015 to 8 Dec 2019)
    • CF10 Compliance Oversight (12 Oct 2015 to 23 May 2017)
  • Andrew Russell

    IRN ACR01132

    • SMF1 Chief Executive (27 Aug 2020 to 15 Jul 2024)
    • SMF3 Executive Director (27 Aug 2020 to 15 Jul 2024)
    • [FCA CF] Material risk taker (27 Aug 2020 to 15 Jul 2024)
    • [FCA CF] Significant management (27 Aug 2020 to 15 Jul 2024)
  • Benjamin Luckett

    IRN BXL19013

    • SMF9 Chair of the Governing Body (11 Nov 2020 to 22 Jan 2024)
    • Director of firm who is not a certification employee or a SMF manager (11 Nov 2020 to 3 Oct 2024)
    • SMF3 Executive Director (9 Dec 2019 to 11 Feb 2020)
    • CF1 Director (27 Nov 2019 to 8 Dec 2019)
  • Blair Mclaren Turnbull

    IRN BMT01044

    • CF1 Director (12 Feb 2018 to 27 Nov 2019)
  • Cheryl Toner

    IRN CXT01385

    • Director of firm who is not a certification employee or a SMF manager (27 May 2021 to 20 Oct 2022)
  • Chris Wood

    IRN CMW01142

    • SMF9 Chair of the Governing Body (since 31 Oct 2025)
    • Director of firm who is not a certification employee or a SMF manager (since 30 Nov 2020)
  • Colleen McHugh

    IRN CXM01014

    • [FCA CF] Client dealing (22 Jan 2024 to 24 Jan 2025)
    • [FCA CF] Significant management (22 Jan 2024 to 24 Jan 2025)
    • [FCA CF] Material risk taker (22 Jan 2024 to 24 Jan 2025)
    • [FCA CF] Functions requiring qualifications (22 Jan 2024 to 24 Jan 2025)
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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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