Wealthwise Corporate Financial Management Ltd

Date authorised
1 April 2013
Companies House
05199159
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    92 Lichfield Street
    Tamworth
    Staffordshire
    B79 7QF
    UNITED KINGDOM
    Phone
    +4401827317380
    Web
    https://www.wealthwise.co.uk

  • Complaints Contact

    Wealthwise
    92 Lichfield Street
    Tamworth
    Staffordshire
    B79 7QF
    UNITED KINGDOM
    Phone
    +441827317380

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • 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, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.

Approved individuals

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

  • Andrew Philip Jones

    IRN APJ01076

    • CF30 Customer (16 Nov 2010 to 15 Dec 2011)
  • Andrew Roy Ditchfield

    IRN ARD00017

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 1 Dec 2021)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF1 Director (AR) (since 1 May 2018)
    • CF30 Customer (since 16 Nov 2010)
    • Responsible for Insurance Mediation (16 Nov 2010 to 30 Sep 2018)
    • CF1 Director (16 Nov 2010 to 8 Dec 2019)
    • CF10 Compliance Oversight (16 Nov 2010 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (16 Nov 2010 to 8 Dec 2019)
  • Lee Clarkson

    IRN LXC00031

    • CF30 Customer (16 Nov 2010 to 6 Nov 2012)
  • Rajesh Lal

    IRN RXL01789

    • CF1 Director (AR) (since 7 Apr 2026)
  • Tommy Davison

    IRN TXD01355

    • [FCA CF] Client dealing (since 10 Sep 2025)

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.