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.

  • Laura Louise Hobbs

    IRN LLH01016

    • (45)[FCA CF] Client dealing (3 Feb 2020 to 31 Aug 2022)
  • Luke Edmund Fletcher O'Donnell

    IRN LEO01001

    • (50)[FCA CF] Client dealing (15 Oct 2021 to 10 Oct 2023)
  • Maria Dennett

    IRN MXD00917

    • (25)[FCA CF] Material risk taker (since 25 Jun 2025)
  • Mark Robert Mansley

    IRN MRM01109

    • (66)SMF3 Executive Director (9 Dec 2019 to 26 May 2020)
    • (68)CF1 Director (16 Mar 2018 to 8 Dec 2019)
    • (67)CF30 Customer (16 Mar 2018 to 8 Dec 2019)
  • Matthew Betts

    IRN MRB01291

    • (28)[FCA CF] Client dealing (9 Dec 2019 to 4 Jan 2026)
    • (29)[FCA CF] Manager of certification employee (9 Dec 2019 to 17 Mar 2022)
    • (27)CF30 Customer (16 Mar 2018 to 8 Dec 2019)
  • Matthew Taylor

    IRN MXT86473

    • (69)SMF16 Compliance Oversight (21 Sep 2020 to 21 Sep 2021)
  • Melissa Gae Freudenstein

    IRN MGF01045

    • (31)[FCA CF] Material risk taker (since 22 Mar 2023)
    • (32)[FCA CF] Manager of certification employee (since 22 Mar 2023)
    • (33)[FCA CF] Significant management (since 22 Mar 2023)
  • Michael John Clark

    IRN MJC01212

    • (1)CF2 Non Executive Director (16 Mar 2018 to 8 Dec 2019)
  • Miles Anthony Sloan Geldard

    IRN MAG01119

    • (44)Director of firm who is not a certification employee or a SMF manager (since 1 May 2021)
  • Nicholas Gray

    IRN NVG01006

    • (59)[FCA CF] Manager of certification employee (since 18 Sep 2023)
    • (58)[FCA CF] Client dealing (since 2 Nov 2020)
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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

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