EBI PORTFOLIOS LTD

• Principal Place of Business

  Suite 7

  Beecham House

  Beecham Business Park

  Aldridge

  WS9 8TZ

  UNITED KINGDOM

  Phone

  +4401922472226

  Web

  https://ebi.co.uk

• Complaints Contact

  ebi Portfolios Ltd

  Suite 7

  Beecham House

  Beecham Business Park

  Aldridge

  WS9 8TZ

  UNITED KINGDOM

  Phone

  +4401922472226

• Investment Advice (no pensions)

  For Professional, Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Structured Deposits, Unit, Warrant

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  • · 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

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

• Arranges Investments

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · 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.

• Investment Setup

  For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · 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, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · 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.

• Alistair Graham Meadows

  IRN AGM01176

  • CF30 Customer (21 Jul 2015 to 31 Jul 2019)
• Ashley Owen

  IRN AXO00349

  • [FCA CF] Significant management (since 28 Feb 2025)
• Benjamin Paul Hadley-Evans

  IRN BXH00387

  • [FCA CF] Significant management (28 Feb 2025 to 18 Jul 2025)
• Craig Burgess

  IRN SCB00007

  • SMF1 Chief Executive (since 7 Mar 2025)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 18 Dec 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 18 Dec 2024)
  • Responsible for Insurance Distribution (1 Oct 2018 to 7 Jul 2021)
  • Responsible for Insurance Mediation (2 Jul 2018 to 30 Sep 2018)
  • CF1 Director (AR) (16 Sep 2013 to 4 Dec 2019)
  • CF30 Customer (10 Apr 2013 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (10 Apr 2013 to 8 Dec 2019)
  • CF10 Compliance Oversight (10 Apr 2013 to 8 Dec 2019)
  • CF1 Director (10 Apr 2013 to 8 Dec 2019)
• Guzz Burgess

  IRN GXS00141

  • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2022)
  • CF1 Director (10 Apr 2013 to 8 Dec 2019)
• Harry Hitchcock

  IRN HXH00246

  • SMF3 Executive Director (since 14 Feb 2025)
  • [FCA CF] Material risk taker (3 May 2024 to 17 Feb 2025)
  • [FCA CF] Manager of certification employee (1 Nov 2023 to 17 Feb 2025)
• Jane Marie Ball

  IRN JMB00125

  • CF30 Customer (19 Jun 2015 to 12 Nov 2019)
• Jonathan Griffiths

  IRN JXG00711

  • 14. Managing investments
  • [FCA CF] Client dealing (since 17 Nov 2023)
  • [FCA CF] Functions requiring qualifications (since 17 Nov 2023)
• Joshua Clarke

  IRN JXC01268

  • 14. Managing investments
  • [FCA CF] Client dealing (since 1 Nov 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2023)
• Michael David George Morrow

  IRN MDM01149

  • Director of firm who is not a certification employee or a SMF manager (since 14 May 2025)
  • SMF9 Chair of the Governing Body (16 May 2023 to 14 May 2025)

• Blackstone Wealth Management Ltd (no longer appointed)

  FRN 466849 · Appointed 10 Sep 2013 · Until 12 Nov 2019

No changes recorded yet.