Fellmont Wealth Ltd
Investment and advice, Wealth/investment advisor
Fellmont Wealth Ltd, Station House, Stamford New Road, Altrincham, WA14 1EP
Summary
Fellmont Wealth Ltd is a Altrincham-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Role appointment: [FCA CF] Client dealing (Mr Alexander William Edward Lane)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Mr Alexander William Edward Lane
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Alexander William Edward Lane
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Alexander William Edward Lane
Responsible for Insurance Distribution
Mr Alexander William Edward Lane
The Chartered Insurance Institute (CII)
Mr Alexander William Edward Lane
FAQ
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