INVESTMENT FUND SERVICES LIMITED

Date authorised
1 April 2013
Companies House
06110770
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Marlborough House
    59 Chorley New Road
    Bolton
    Greater Manchester
    BL1 4QP
    UNITED KINGDOM
    Phone
    +441204803932
    Web
    https://ifslfunds.com

  • Complaints Contact

    Investment Fund Services
    PO Box 13586
    Chelmsford
    CM99 2GS
    UNITED KINGDOM
    Phone
    +441204803932

What this firm is allowed to do

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

  • Retail Investment Funds

  • Specialist Investment Funds

Approved individuals

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

  • Sally Anne Helston

    IRN SAH01206

    • [FCA CF] Significant management (since 20 Mar 2026)
    • [FCA CF] Manager of certification employee (since 20 Mar 2026)
    • [FCA CF] Material risk taker (since 20 Mar 2026)
    • SMF3 Executive Director (12 Aug 2022 to 1 Jan 2026)
    • [FCA CF] CASS oversight function (1 Apr 2021 to 31 Mar 2025)
    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2025)
  • Sarah Lovis Todino

    IRN SLS01107

    • CF30 Customer (17 Jun 2013 to 8 Dec 2019)
  • Sarah Peaston

    IRN SXP18982

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • CF2 Non Executive Director (1 Oct 2019 to 8 Dec 2019)
  • Sheldon Ryan MacDonald

    IRN SRM01135

    • [FCA CF] Significant management (since 14 Nov 2025)
    • [FCA CF] Material risk taker (since 12 Nov 2025)
    • [FCA CF] Manager of certification employee (since 12 Nov 2025)
  • Simon Chalkley

    IRN SXC00264

    • SMF3 Executive Director (since 27 Nov 2024)
    • [FCA CF] Material risk taker (8 Mar 2024 to 3 Dec 2024)
    • [FCA CF] Manager of certification employee (15 Mar 2023 to 3 Dec 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 3 Dec 2024)
  • Simon Charles Milner

    IRN SCM01135

    • CF28 Systems and controls (1 Nov 2007 to 11 Feb 2011)
    • CF1 Director (22 Oct 2007 to 11 Feb 2011)
    • CF13 Finance (22 Oct 2007 to 31 Oct 2007)
  • Simon Kirkham

    IRN SXK00992

    • [FCA CF] Significant management (19 Aug 2025 to 2 Mar 2026)
    • [FCA CF] Manager of certification employee (19 Aug 2025 to 2 Mar 2026)
    • [FCA CF] Material risk taker (19 Aug 2025 to 2 Mar 2026)
  • Susan Maureen Price

    IRN SMP01071

    • CF1 Director (30 May 2007 to 29 Jan 2010)
  • Wayne Daniel Green

    IRN WDG01008

    • SMF1 Chief Executive (19 Oct 2021 to 30 Mar 2022)
    • SMF3 Executive Director (9 Dec 2019 to 30 Mar 2022)
    • CF10 Compliance Oversight (17 Jan 2013 to 25 Apr 2013)
    • CF11 Money Laundering Reporting (17 Jan 2013 to 25 Apr 2013)
    • CF1 Director (2 Jan 2013 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.