WTW Ltd

• Principal Place of Business

  Welsh and Taylor Wealth

  2nd Floor H1

  Hill of Rubislaw

  Anderson Drive

  Aberdeen

  AB15 6BL

  SCOTLAND

  Phone

  +441224054404

• Complaints Contact

  Welsh and Taylor Wealth

  2nd Floor H1

  Hill of Rubislaw

  Anderson Drive

  Aberdeen

  AB15 6BL

  SCOTLAND

  Phone

  +441224054404

• 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 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.
  • · 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 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 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For 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 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.

• Investment Setup

  For 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 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.

• Kieran David Taylor

  IRN KDT01025

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 8 Jul 2025)
  • SMF3 Executive Director (since 8 Jul 2025)
  • [FCA CF] Client dealing (since 8 Jul 2025)
• Liviu Bocancia

  IRN LXB00622

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 8 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 8 Jul 2025)
• Martin James Welsh

  IRN MJW01619

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 8 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 8 Jul 2025)
  • Responsible for Insurance Distribution (since 8 Jul 2025)
  • SMF16 Compliance Oversight (since 8 Jul 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 8 Jul 2025)
  • SMF3 Executive Director (since 8 Jul 2025)

No changes recorded yet.