WILLU Invest Limited

Date authorised
11 April 2017
Companies House
09910112
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    WillU
    30-31 Harbour Exchange Square
    London
    Tower Hamlets
    E14 9GE
    UNITED KINGDOM
    Phone
    +442037453751
    Web
    https://www.willu.co.uk

  • Complaints Contact

    WillU
    30-31 Harbour Island North
    Harbour Exchange Square
    London
    Tower Hamlets
    E14 9GE
    UNITED KINGDOM
    Phone
    +442037453751

What this firm is allowed to do

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

  • 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 2 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.
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.

  • 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.

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • 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.

  • Craig Richard Copeland

    IRN CRC01125

    • 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)
    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Manager of certification employee (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 11 Apr 2019)
    • CF1 Director (AR) (28 Jan 2019 to 15 Jul 2025)
    • CF3 Chief Executive (AR) (28 Jan 2019 to 15 Jul 2025)
    • CF1 Director (11 Apr 2017 to 8 Dec 2019)
    • CF30 Customer (11 Apr 2017 to 16 Jul 2025)
    • CF3 Chief Executive (11 Apr 2017 to 8 Dec 2019)
    • CF10 Compliance Oversight (11 Apr 2017 to 8 Dec 2019)
  • JACK LANE-MATTHEWS

    IRN JXL00876

    • SMF3 Executive Director (since 17 Feb 2025)
  • John Fredrick Quinlan

    IRN JFQ01007

    • CF1 Director (AR) (15 Apr 2019 to 6 May 2020)
    • CF30 Customer (15 Apr 2019 to 6 May 2020)
  • Lawrie Wilson

    IRN LXW00435

    • CF1 Director (AR) (since 23 Apr 2026)
    • SMF3 Executive Director (since 27 Dec 2024)
  • Luke Nicholls

    IRN LXN00179

    • CF1 Director (AR) (since 23 Apr 2026)
  • Ross Sando

    IRN RXS01720

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 23 Apr 2026)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • CF3 Chief Executive (AR) (28 Jan 2019 to 15 Jul 2025)
    • CF1 Director (AR) (28 Jan 2019 to 15 Jul 2025)
    • CF1 Director (11 Apr 2017 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (11 Apr 2017 to 8 Dec 2019)
    • CF12 Actuarial (11 Apr 2017 to 5 Dec 2017)
    • CF3 Chief Executive (11 Apr 2017 to 8 Dec 2019)
    • CF30 Customer (11 Apr 2017 to 16 Jul 2025)
  • Samuel Alexander Michael Hayman

    IRN SXH03126

    • CF1 Director (AR) (since 23 Apr 2026)
  • Toni Haynes

    IRN TXH01696

    • [FCA CF] Manager of certification employee (since 30 Apr 2026)

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.