Brunel Pension Partnership Limited

Date authorised
16 March 2018
Companies House
10429110
Last scraped
15 hours ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Brunel Pension Partnership Ltd
    101 Victoria Street
    Bristol
    Bristol, City Of
    BS1 6PU
    UNITED KINGDOM
    Phone
    +447458144587
    Web
    https://www.brunelpensionpartnership.org

  • Complaints Contact

    Brunel Pension Partnership Ltd
    101 Victoria Street
    Bristol
    Bristol, City Of
    BS1 6PU
    UNITED KINGDOM
    Phone
    +447890648265

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • 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, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Arranges Asset Safekeeping

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Stockbroking

    For Professional, Share, Debenture, Alternative Debenture, Warrant, Certificates representing certain security, Government and public security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Runs Investment Funds

  • Investment Setup

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

    For Professional, Share, Alternative Debenture, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • James Henry Russell- Stracey

    IRN JHR01052

    • (33)[FCA CF] Client dealing (28 Apr 2020 to 1 Sep 2022)
    • (34)[FCA CF] Manager of certification employee (28 Apr 2020 to 1 Sep 2022)
    • (35)[FCA CF] Significant management (28 Apr 2020 to 1 Sep 2022)
  • Jane Higgins

    IRN JXH03225

    • (24)[FCA CF] Material risk taker (since 25 Jun 2025)
  • Jennifer Mernagh

    IRN JXH01718

    • (29)[FCA CF] Material risk taker (since 25 Jun 2025)
    • (28)[FCA CF] Client dealing (since 25 Nov 2024)
  • Jodie Stewart

    IRN JXS01244

    • (40)[FCA CF] Material risk taker (since 3 Mar 2023)
    • (41)[FCA CF] Significant management (since 3 Mar 2023)
  • Joseph Webster

    IRN JXW02641

    • (8)[FCA CF] Material risk taker (since 16 Mar 2026)
    • (10)[FCA CF] Significant management (since 16 Mar 2026)
    • (9)[FCA CF] Manager of certification employee (since 16 Mar 2026)
    • (17)SMF3 Executive Director (9 Dec 2019 to 13 Mar 2026)
    • (18)CF1 Director (16 Mar 2018 to 8 Dec 2019)
  • Josie Millichamp

    IRN JXM04301

    • (26)[FCA CF] Material risk taker (since 25 Jun 2025)
  • Katherine Mary Frangoullis

    IRN KMF01041

    • (76)SMF16 Compliance Oversight (31 Aug 2021 to 22 Aug 2025)
  • Kevin Jones

    IRN KXJ26765

    • (69)SMF16 Compliance Oversight (since 10 Sep 2025)
    • (68)SMF17 Money Laundering Reporting Officer (MLRO) (since 5 May 2020)
  • Khar Ee Lim

    IRN KEL01035

    • (52)[FCA CF] Manager of certification employee (21 Sep 2021 to 21 Nov 2022)
    • (51)[FCA CF] Client dealing (9 Dec 2019 to 21 Nov 2022)
  • Laura Jane Chappell

    IRN LJC01204

    • (67)SMF1 Chief Executive (since 9 Dec 2019)
    • (66)SMF3 Executive Director (since 9 Dec 2019)
    • (70)SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 16 Dec 2019)
    • (71)SMF16 Compliance Oversight (9 Dec 2019 to 16 Dec 2019)
    • (74)CF3 Chief Executive (12 Nov 2019 to 8 Dec 2019)
    • (75)CF1 Director (16 Mar 2018 to 8 Dec 2019)
    • (72)CF11 Money Laundering Reporting (16 Mar 2018 to 8 Dec 2019)
    • (73)CF10 Compliance Oversight (16 Mar 2018 to 8 Dec 2019)
Show more

Recent activity

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

  1. controlled function added: (59)[FCA CF] Manager of certification employee

  2. controlled function added: (58)[FCA CF] Client dealing

  3. controlled function added: (57)[FCA CF] Client dealing

  4. controlled function added: (56)[FCA CF] Significant management

  5. controlled function added: (55)[FCA CF] Manager of certification employee

  6. controlled function added: (54)[FCA CF] Material risk taker

  7. controlled function added: (53)[FCA CF] Client dealing

  8. controlled function added: (52)Director of firm who is not a certification employee or a SMF manager

  9. controlled function added: (51)[FCA CF] Manager of certification employee

  10. controlled function added: (50)[FCA CF] Client dealing

Show more