Wealthkernel Limited

Date authorised
21 October 2016
Companies House
09686970
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    41 Luke Street
    London
    EC2A 4DP
    UNITED KINGDOM
    Phone
    +4402039835845
    Web
    https://www.wealthkernel.com

  • Complaints Contact

    41 Luke Street
    London
    EC2A 4DP
    UNITED KINGDOM
    Phone
    +4402039835845

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

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

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

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

  • Trades With You Directly

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

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

  • Runs Personal Pensions

    For Personal pension scheme

    Show 1 limitation
    • · The firm must not accept Self Invested Personal Pension (SIPP) transactions other than standard assets as set out in the List of Standard Assets in IPRU-INV 5.9.1 Direct property investment and term deposit accounts where these are only classified as non-standard assets by virtue of Note 1 to IPRU-INV 5.9.1 regarding liquidity within 30 days are however permitted SIPP transactions that the firm can accept.

  • Investment Setup

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

    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, Rights to or interests in investments (Security), Share, Unit, Warrant

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

    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.

  • Gustavo Henrique Toledo da Silva

    IRN GXD13214

    • CF1 Director (AR) (21 May 2020 to 8 Mar 2021)
    • Director of firm who is not a certification employee or a SMF manager (21 May 2020 to 8 Mar 2021)
  • Hakan Ozyon

    IRN HXO00085

    • CF3 Chief Executive (AR) (since 7 Jan 2026)
    • Director of firm who is not a certification employee or a SMF manager (since 7 Jan 2026)
    • CF1 Director (AR) (since 7 Jan 2026)
  • Harjas Raj Singh Ahuja

    IRN HXA00131

    • CF1 Director (AR) (4 Jun 2024 to 12 Sep 2024)
    • CF3 Chief Executive (AR) (4 Jun 2024 to 12 Sep 2024)
    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2024 to 12 Sep 2024)
  • Hayyaan Ahmad

    IRN HXA00213

    • Director of firm who is not a certification employee or a SMF manager (since 20 Jun 2024)
    • CF1 Director (AR) (since 20 Jun 2024)
  • Inmaculada Gene Garrigos

    IRN IXG00092

    • [FCA CF] Significant management (15 Mar 2021 to 3 Mar 2023)
    • [FCA CF] Material risk taker (15 Mar 2021 to 3 Mar 2023)
  • James Andrew Gates

    IRN JAG01238

    • CF1 Director (AR) (4 Jun 2024 to 25 Jun 2024)
    • Director of firm who is not a certification employee or a SMF manager (4 Jun 2024 to 25 Jun 2024)
  • John Duncan Grierson

    IRN JXG84178

    • CF1 Director (AR) (2 Sep 2020 to 31 May 2023)
    • Director of firm who is not a certification employee or a SMF manager (2 Sep 2020 to 31 May 2023)
  • Julia Marion Scott

    IRN JMW01339

    • 14. Managing investments
    • [FCA CF] Functions requiring qualifications (since 17 Aug 2021)
  • Junaid Arshad Wahedna

    IRN JAW01363

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Jan 2020)
    • CF1 Director (AR) (6 Jul 2018 to 30 Jan 2020)
    • CF3 Chief Executive (AR) (6 Jul 2018 to 30 Jan 2020)
  • Kenneth Stewart Green

    IRN KSG01024

    • [FCA CF] CASS oversight function (15 Feb 2023 to 21 May 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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