Aegon Investments Limited

Date authorised
7 June 2018
Companies House
10654248
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Aegon
    1-3 Lochside Crescent
    Edinburgh Park
    Edinburgh
    EH12 9SE
    UNITED KINGDOM
    Phone
    +4403456081680
    Web
    https://www.aegon.co.uk

  • Complaints Contact

    Aegon
    1-3 Lochside Crescent
    Edinburgh Park
    Edinburgh
    EH12 9SE
    UNITED KINGDOM
    Phone
    +4403456081680

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Professional, Retail (Investment), Unit

  • Stockbroking

    For Professional, Retail (Investment), Unit

  • Investment Setup

    For Professional, Retail (Investment), Unit

  • Manages Your Portfolio

    For Professional, Retail (Investment), Unit

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Philip Tervit

    IRN PXT01689

    • [FCA CF] Significant management (9 Dec 2019 to 30 Sep 2021)
  • Rachael Steedman

    IRN RXS00497

    • [FCA CF] Significant management (since 12 Sep 2025)
  • Rachel Greenan

    IRN RXG00303

    • [FCA CF] Significant management (21 Jan 2022 to 24 Jun 2022)
  • Richard Gordon Whitehall

    IRN RGW01094

    • [FCA CF] Manager of certification employee (9 Dec 2019 to 14 Feb 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Feb 2023)
    • CF30 Customer (7 Jun 2018 to 8 Dec 2019)
  • Richard Graham Denning

    IRN RGD01056

    • CF29 Significant management (7 Jun 2018 to 26 Sep 2018)
  • Robert Daniel Crouch

    IRN RXC00712

    • [FCA CF] Significant management (since 5 Jan 2024)
  • Ronald Frank Cameron Taylor

    IRN RFT01015

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • CF29 Significant management (31 Jul 2018 to 8 Dec 2019)
  • Sarah Jane Barry

    IRN SXB00794

    • [FCA CF] Manager of certification employee (since 25 Aug 2022)
    • [FCA CF] Significant management (since 15 Nov 2021)
  • Sean Kirk

    IRN SXK00521

    • [FCA CF] Significant management (25 Aug 2022 to 13 Jun 2025)
  • Sharon Thomas

    IRN SXT02033

    • SMF16 Compliance Oversight (since 18 Jun 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • CF11 Money Laundering Reporting (7 Jun 2018 to 8 Dec 2019)
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Recent activity

Updates to this firm's record on the FCA register.

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