Wealthify Limited

Date authorised
12 October 2015
Companies House
09034828
Last scraped
1 week ago
Watch for changes

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.

  • Simon Holland

    IRN SXH00504

    • [FCA CF] Material risk taker (since 18 Dec 2019)
    • [FCA CF] Significant management (since 18 Dec 2019)
  • Steven Sanders

    IRN SXS01966

    • CF10 Compliance Oversight (25 Jun 2018 to 23 Aug 2019)
    • CF11 Money Laundering Reporting (25 Jun 2018 to 23 Aug 2019)
    • CF28 Systems and controls (12 Feb 2018 to 23 Aug 2019)
    • CF29 Significant management (12 Feb 2018 to 23 Aug 2019)
  • scott smith

    IRN SXS04840

    • CF10 Compliance Oversight (11 May 2017 to 6 Jun 2018)
    • CF11 Money Laundering Reporting (11 May 2017 to 6 Jun 2018)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.