FIL Wealth Management Limited

Reference number: 464968

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Fidelity Retirement Services
  • Fidelity Wealth Management

Company details

From the company's Companies House record.

Company number
06121251
Company status
Active
Company type
Private limited company
Incorporated
21 February 2007 (19 years old)
Registered office
Beech Gate Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Michelle Ann Cracknell Director Sep 1964 15 Jun 2021
Jacqueline Boylan Director Jan 1972 9 Feb 2024
Gavin Wilson Director Aug 1971 4 Jul 2024
FIL INVESTMENT MANAGEMENT LIMITED Corporate secretary Not published 16 Nov 2020

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 4 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Annuity Direct Limited
  • Enhanced Financial Solutions Ltd
  • FIL Retire Direct Ltd
  • FIL Retirement Services Limited

Names it no longer trades under

This firm has retired 5 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Annuity Direct
  • Care Annuity Direct
  • Fidelity Investment Advisory Services
  • Pension Vesting Services
  • Term Direct

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Common questions

Frequently asked questions

Is FIL Wealth Management Limited FCA authorised?
Yes, FIL Wealth Management Limited (FRN 464968) is authorised by the FCA to carry out regulated activities.
Is my money safe with FIL Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about FIL Wealth Management to the Financial Ombudsman Service, free of charge.
Is FIL Wealth Management a scam or clone?
FIL Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is FIL Wealth Management's Firm Reference Number (FRN)?
FIL Wealth Management's FRN is 464968. You can verify it on the FCA register.