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.

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.

  • No website on the FCA register

  • Phone number

    020 7357 2238

  • Address

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

In the full report: 2 background checks

  • What kind of line 020 7357 2238 is, and the other firm that gives it
  • Who else gives the postcode EC3R 5BU
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Other names (16)

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

  • iimia Financial Planning Limited Former name
  • Solace Associates Limited Former name
  • Allan & Thomas Financial Planning Former trading name
  • iimia Corporate Services Former trading name
  • iimia Wealth Management Former trading name
  • JLT Advice Centre Former trading name
  • JLT Employee Benefits Former trading name
  • JLT iimia Wealth Management Former trading name
  • JLT Pension Decision Former trading name
  • JLT Retirement Services Former trading name
  • JLT Retirement Solutions Former trading name
  • Mercer Financial Planning Former trading name
  • Pension Decision Former trading name
  • Premier Retirement Services Former trading name
  • PW Financial Services Former trading name
  • The Annuity Bureau Former trading name

Past FCA permissions and consumer protection

  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
  • Agreeing to carry on a regulated activity

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
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)

Directors and company secretaries

Name Role Born Appointed Other companies
Tony O'Dwyer Director Apr 1970 31 Aug 2018 64 other companies

Other companies run by its director

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
64
closed down
30
went insolvent
4

In the full report: all 64 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • The 4 that went into liquidation or administration
  • The 3 on the FCA register
  • All 34 people who have ever been directors, with their dates
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Key dates in its history

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

Key events (8) All events (110)

2016

20 July 2016

  • Marsh McLennan India Holdings Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2010

19 February 2010

  • Changed its registered name from "iimia Financial Planning Limited"

FCA register

2004

15 December 2004

  • Changed its registered name from "Solace Associates Limited"

FCA register

2001

1 December 2001

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

FCA register

31 August 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

1999

12 November 1999

  • Incorporated at Companies House

Companies House

In the full report: all 110 events

  • All 110 events in its history (8 shown here)
  • Every director appointment and resignation: 69
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Firms connected to JLT Wealth Management

Other FCA-listed firms that share a director, phone number or address with JLT 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 phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same phone number (1), the same postcode (3)
  • Who links each one: the named directors, with dates
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Firms like JLT Wealth Management

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

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

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 JLT Wealth Management

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

  • 64 other companies its directors have run, named
  • 2 background checks on its contact details
  • All 110 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is JLT Wealth Management Limited FCA authorised?
Yes, JLT Wealth Management Limited (FRN 196619) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is JLT Wealth Management’s phone number?
The FCA register lists the phone number 020 7357 2238 for JLT Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is JLT Wealth Management a scam or clone?
JLT 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 JLT Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns JLT Wealth Management?
JLT Wealth Management is owned by Marsh McLennan India Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 20 July 2016.
Who runs JLT Wealth Management?
Companies House lists one director of JLT Wealth Management: Tony O'Dwyer.
How long has JLT Wealth Management been in business?
The company was formed on 12 November 1999, and has held its current FCA authorisation since December 2001.
Does JLT Wealth Management use any other names?
It has previously used 16 other names, including iimia Financial Planning Limited, Solace Associates Limited and Allan & Thomas Financial Planning.

Sources and links

The full report on JLT Wealth Management Limited

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