Wealthkernel Limited

• 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

• 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, Debenture, Government and public security, Personal pension scheme, 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.

• 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

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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.

• 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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

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

• 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)

• Ikigai Invest Services Limited (no longer appointed)

  FRN 916657 · Appointed 12 Nov 2019 · Until 11 Jan 2023

• Marco Polo Invest Limited (no longer appointed)

  FRN 912500 · Appointed 21 Aug 2019 · Until 12 May 2020

• WAHED INVEST LTD (no longer appointed)

  FRN 808309 · Appointed 4 May 2018 · Until 30 Jan 2020

• Tindle Wealth Management Limited (no longer appointed)

  FRN 794237 · Appointed 15 Nov 2017 · Until 15 Feb 2019

No changes recorded yet.