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.

  • Christopher Crozier

    IRN CXC00300

    • (41)[FCA CF] Manager of certification employee (11 Oct 2023 to 5 Apr 2026)
    • (42)[FCA CF] Significant management (31 Dec 2022 to 5 Apr 2026)
    • (40)[FCA CF] Material risk taker (31 Dec 2022 to 5 Apr 2026)
    • (39)[FCA CF] Client dealing (9 Dec 2019 to 5 Apr 2026)
  • Daniel Spencer

    IRN DXS06781

    • (1)[FCA CF] Client dealing (since 9 Dec 2019)
    • (10)[FCA CF] Manager of certification employee (20 Dec 2023 to 1 Oct 2024)
    • (9)CF30 Customer (5 Oct 2018 to 8 Dec 2019)
  • Darren Hay

    IRN DXH00368

    • (38)[FCA CF] Significant management (9 Dec 2019 to 30 Mar 2023)
  • David Anthony

    IRN DAT01149

    • (61)[FCA CF] Manager of certification employee (since 25 Jun 2025)
    • (60)[FCA CF] Material risk taker (since 1 Jan 2022)
    • (62)[FCA CF] Significant management (since 9 Dec 2019)
    • (16)CF28 Systems and controls (16 Mar 2018 to 8 Dec 2019)
  • David Cox

    IRN DXC14806

    • (56)[FCA CF] Client dealing (9 Dec 2019 to 12 Feb 2023)
    • (57)[FCA CF] Manager of certification employee (9 Dec 2019 to 12 Feb 2023)
    • (58)[FCA CF] Significant management (9 Dec 2019 to 12 Feb 2023)
    • (55)CF30 Customer (14 May 2019 to 8 Dec 2019)
  • David Jenkins

    IRN DXJ07059

    • (8)[FCA CF] Client dealing (9 Dec 2019 to 30 Apr 2026)
    • (7)CF30 Customer (12 Oct 2018 to 8 Dec 2019)
  • David John Vickers

    IRN DJV01027

    • (59)SMF3 Executive Director (9 Dec 2020 to 31 Jan 2025)
  • Dawn Suzanne Turner

    IRN DST01067

    • (4)CF1 Director (16 Mar 2018 to 30 Sep 2019)
    • (3)CF3 Chief Executive (16 Mar 2018 to 30 Sep 2019)
  • Denise Marie-Reine Le Gal

    IRN DML01139

    • (60)SMF9 Chair of the Governing Body (9 Dec 2019 to 1 Oct 2024)
    • (61)CF2 Non Executive Director (16 Mar 2018 to 8 Dec 2019)
  • Elizabeth McKenzie

    IRN ELM01040

    • (52)Director of firm who is not a certification employee or a SMF manager (since 1 Mar 2021)
Show more

Recent activity

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

  1. controlled function added: (49)[FCA CF] Significant management

  2. controlled function added: (48)[FCA CF] Manager of certification employee

  3. controlled function added: (47)[FCA CF] Material risk taker

  4. controlled function added: (46)[FCA CF] Client dealing

  5. controlled function added: (45)[FCA CF] Client dealing

  6. controlled function added: (44)Director of firm who is not a certification employee or a SMF manager

  7. controlled function added: (43)[FCA CF] Significant management

  8. controlled function added: (42)[FCA CF] Material risk taker

  9. controlled function added: (41)[FCA CF] Significant management

  10. controlled function added: (40)[FCA CF] Material risk taker

Show more