Wealthtime Limited

• Principal Place of Business

  2nd Floor Royal Mead

  Railway Place

  Bath

  Somerset

  BA1 1SR

  UNITED KINGDOM

  Phone

  +441725512925

  Web

  https://www.wealthtime.com

• Complaints Contact

  2nd Floor Royal Mead

  Bath

  Bath

  Somerset

  BA1 1SR

  UNITED KINGDOM

  Phone

  +441725512925

• 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, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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.

• Trades With You Directly

  For Eligible Counterparty, Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security)

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  • · The firm is limited to dealing as principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates
  • · 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.

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, 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.

• Holds Your Assets

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), 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), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Graeme de Moor

  IRN GXD00221

  • SMF3 Executive Director (1 Jan 2026 to 20 Jan 2026)
• Iain Alexander Jamieson

  IRN IAJ01010

  • SMF3 Executive Director (1 Apr 2025 to 14 Nov 2025)
  • [FCA CF] Material risk taker (11 Mar 2025 to 20 May 2025)
• Janet Regnart

  IRN JXR01486

  • SMF3 Executive Director (9 Dec 2019 to 22 Oct 2020)
  • SMF1 Chief Executive (9 Dec 2019 to 22 Oct 2020)
  • CF1 Director (26 Oct 2007 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (26 Oct 2007 to 31 Mar 2009)
  • CF3 Chief Executive (26 Oct 2007 to 8 Dec 2019)
• John Charles Amies Wilkinson

  IRN JCW01175

  • SMF3 Executive Director (10 Jan 2025 to 14 Nov 2025)
• John Corboy

  IRN JXC00321

  • SMF3 Executive Director (26 Jul 2021 to 31 Mar 2022)
• Kenneth Fry

  IRN KXF01054

  • SMF9 Chair of the Governing Body (17 Jul 2021 to 7 Nov 2023)
• Kylie Clark

  IRN KXC00078

  • [FCA CF] Material risk taker (since 16 Dec 2025)
• Lucy Jane Bristow

  IRN LJB01196

  • SMF3 Executive Director (19 Oct 2023 to 30 Jun 2025)
  • SMF1 Chief Executive (26 Aug 2021 to 28 Feb 2022)
  • CF1 Director (2 Oct 2018 to 8 Dec 2019)
• Lynzi Harrison

  IRN LXH01632

  • SMF3 Executive Director (12 Jul 2022 to 7 Nov 2022)
• Mark Richard Sutton

  IRN MRS01317

  • SMF3 Executive Director (since 11 Feb 2026)

No changes recorded yet.