FIL Wealth Management Limited

Name: FIL Wealth Management Limited
Address: Beech Gate, Millfield Lane, Tadworth, Surrey, KT20 6RP, GB
Telephone: 020 7961 4700
Price range: $$
Rating: 3.4

aka Fidelity Wealth Management, Fidelity Retirement Services, FIL Wealth Management Limited

Authorised FRN 464968 3.4 (19)

About

Fidelity could help maximise your investments with our expert guidance, wide fund range & competitive pricing. Financial advice, ISAs, SIPPs & more.

Source: fidelity.co.uk

Contact & Location

Address

Beech Gate, Millfield Ln, Lower Kingswood, Tadworth KT20 6RP, UK

More advisers in Reigate and Banstead

Phone

020 7961 4700

Website

fidelity.co.uk

View on Google Maps

Opening Hours

Monday8:00 AM – 6:00 PM

Tuesday8:00 AM – 6:00 PM

Wednesday8:00 AM – 6:00 PM

Thursday8:00 AM – 6:00 PM

Friday8:00 AM – 6:00 PM

SaturdayClosed

SundayClosed

Specialisms

Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 464968
Status: Authorised
Date Authorised: 23 May 2007
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06121251
Company Status: Active
Incorporation Date: 21 February 2007
Directors: 3
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Simon Graham Narracott
Approved
Mark Gotts
Approved
Nicholas Anton Anderson
Approved
Helen Joyce Walter
Approved
Gavin Wilson
Approved
Stuart John Warner
Approved
Peter John Horrell
Approved
Stephen Peter Maher
Approved
Sally Elizabeth Walden
Approved
Brian Swainston
Approved
Matthew Griggs
ApprovedCertified
Michelle Ann Cracknell
ApprovedCertified
Jacqueline Boylan
ApprovedCertified
Marianne Therese Jaekel
ApprovedCertified
Natalie Cotter
Certified
Sarah Emily Smith
Certified
Nina Jones
Certified
Jenn-Hui Tan
Certified
Maria Gaita
Certified
Mansi Ravindra Desai
Certified

Google Reviews

3.4

19 reviews on Google

Read reviews on Google

Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Tadworth, South East
18 years FCA-authorised
20 registered individuals
4 specialisms
6 FCA permissions
CH 06121251

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.