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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When fidelity.co.uk first appeared online, and whether it can receive email
  • What kind of line 0800 222 550 is
  • Who else gives the postcode KT20 6RP
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Other names (11)

If you were contacted under any of these names, it is this firm.

  • Fidelity Retirement Services Trading name
  • Fidelity Wealth Management Trading name
  • Annuity Direct Limited Former name
  • Enhanced Financial Solutions Ltd Former name
  • FIL Retire Direct Ltd Former name
  • FIL Retirement Services Limited Former name
  • Annuity Direct Former trading name
  • Care Annuity Direct Former trading name
  • Fidelity Investment Advisory Services Former trading name
  • Pension Vesting Services Former trading name
  • Term Direct Former trading name

FCA permissions and consumer protection

  • 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.
  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • 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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Michelle Ann Cracknell Director Sep 1964 15 Jun 2021 41 other companies
Jacqueline Boylan Director Jan 1972 9 Feb 2024 1 other company
Gavin Wilson Director Aug 1971 4 Jul 2024 None
FIL INVESTMENT MANAGEMENT LIMITED Corporate secretary Not published 16 Nov 2020 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
41
closed down
8
went insolvent
1

In the full report: all 41 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 16 on the FCA register, including one no longer authorised
  • The 1 company these 3 directors run together
  • All 29 people who have ever been directors, with their dates
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Key dates in its history

FIL Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (13) All events (83)

2021

26 July 2021

  • Changed its registered name from "FIL Retirement Services Limited"

FCA register

2016

7 April 2016

  • Abigail Johnson no longer has significant control

Companies House

6 April 2016

  • Abigail Johnson gained significant control
  • Fil Holdings (UK) Limited took control (75–100% of shares)
  • Retirement Angels Limited gave up control
  • Retirement Angels Limited took control (75–100% of shares)

Companies House

2015

16 November 2015

  • Changed its registered name from "FIL Retire Direct Ltd"

FCA register

2014

23 July 2014

  • Changed its registered name from "Annuity Direct Limited"

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2008

31 October 2008

  • Changed its registered name from "Enhanced Financial Solutions Ltd"

FCA register · Companies House

2007

23 May 2007

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

21 February 2007

  • Incorporated at Companies House

Companies House

In the full report: all 83 events

  • All 83 events in its history (13 shown here)
  • Every director appointment and resignation: 55
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Firms connected to FIL Wealth Management

Other FCA-listed firms that share a director, phone number or address with FIL Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
3
share its postcode
2

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same postcode (2)
  • Who links each one: the named directors, with dates
  • 9 past links through former directors
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Firms like FIL Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Tadworth

North Downs Wealth Management LtdTadworthAppointed representativeTrinity Delta Research LimitedTadworthAppointed representative

In the Kingston upon Thames (KT) postcode area

Acacia Financial Consultants LimitedAshteadAuthorisedAgb & Associates LimitedChertseyAuthorisedAnders Bayley Scott LtdCobhamAuthorisedAnderson Sinclair & Co LLPLeatherheadAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on FIL Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 41 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 83 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is FIL Wealth Management Limited FCA authorised?
Yes, FIL Wealth Management Limited (FRN 464968) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is FIL Wealth Management’s phone number and website?
The FCA register lists the phone number 0800 222 550 and the website fidelity.co.uk for FIL Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is FIL Wealth Management a scam or clone?
FIL Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with FIL Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns FIL Wealth Management?
FIL Wealth Management is owned by Fil Holdings (UK) Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016. Before that, it was controlled by Ms Abigail Johnson and Retirement Angels Limited.
Who runs FIL Wealth Management?
Companies House lists 3 directors of FIL Wealth Management: Michelle Ann Cracknell, Jacqueline Boylan and Gavin Wilson.
How long has FIL Wealth Management been in business?
The company was formed on 21 February 2007, and has held its current FCA authorisation since May 2007.
Does FIL Wealth Management use any other names?
It trades as Fidelity Retirement Services and Fidelity Wealth Management. It has previously used 9 other names, including Annuity Direct Limited, Enhanced Financial Solutions Ltd and FIL Retire Direct Ltd.

Sources and links

The full report on FIL Wealth Management Limited

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