JLT Wealth Management Limited

Reference number: 196619

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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.

  • No website on the FCA register

  • Verified phone number

    020 7357 2238

  • Verified address

    1 Tower Place West, London, EC3R 5BU, United Kingdom

Company details

From the company's Companies House record.

Company number
03876529
Company status
Active
Company type
Private limited company
Incorporated
12 November 1999 (26 years old)
Registered office
1 Tower Place West, London, EC3R 5BU, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Tony O'Dwyer Director Apr 1970 31 Aug 2018

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • Agreeing to carry on a regulated activity

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 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • iimia Financial Planning Limited
  • Solace Associates Limited

Names it no longer trades under

This firm has retired 14 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
  • Allan & Thomas Financial Planning
  • iimia Corporate Services
  • iimia Wealth Management
  • JLT Advice Centre
  • JLT Employee Benefits
  • JLT iimia Wealth Management
  • JLT Pension Decision
  • JLT Retirement Services
  • JLT Retirement Solutions
  • Mercer Financial Planning
  • Pension Decision
  • Premier Retirement Services
  • PW Financial Services
  • The Annuity Bureau

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Common questions

Frequently asked questions

Is JLT Wealth Management Limited FCA authorised?
Yes, JLT Wealth Management Limited (FRN 196619) is authorised by the FCA to carry out regulated activities.
Is my money safe with JLT Wealth Management?
Protection depends on which product you hold and how JLT Wealth Management handles your money, so check the specific product before you commit. You can also refer complaints about JLT Wealth Management to the Financial Ombudsman Service, free of charge.
Is JLT Wealth Management a scam or clone?
JLT 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 JLT Wealth Management's Firm Reference Number (FRN)?
JLT Wealth Management's FRN is 196619. You can verify it on the FCA register.