Isio Investment Solutions Limited

• Principal Place of Business

  Isio

  3 Noble Street

  London

  City Of London

  EC2V 7EE

  UNITED KINGDOM

  Phone

  +447500993506

  Web

  https://www.isio.com

• Complaints Contact

  Isio

  3 Noble Street

  London

  City Of London

  EC2V 7EE

  UNITED KINGDOM

  Phone

  +447500993506

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, 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), Rolling spot forex contract, 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.

• Authorised to Operate

  For Commercial, Eligible Counterparty, Professional

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

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, 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), Rolling spot forex contract, 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.

• Arranges Asset Safekeeping

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), 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), Rolling spot forex contract, 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, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), 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), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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 Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Non-investment insurance contracts, 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), Rolling spot forex contract, 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.

• Manages Your Portfolio

  For Eligible Counterparty, Professional, Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), 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), Rolling spot forex contract, Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · 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.

• Richard Simon Insole

  IRN RXI00019

  • SMF3 Executive Director (5 Aug 2022 to 26 May 2023)
  • SMF16 Compliance Oversight (5 Aug 2022 to 26 May 2023)
  • Director of firm who is not a certification employee or a SMF manager (8 Jan 2020 to 26 May 2023)
• Robert Agnew

  IRN RLA01020

  • SMF3 Executive Director (since 30 Sep 2025)
  • [FCA CF] Client dealing (since 14 Apr 2025)
  • SMF1 Chief Executive (10 Sep 2024 to 30 Sep 2025)
• Robert Feargus Mitchell

  IRN RFM01044

  • CF30 Customer (1 Nov 2007 to 1 Jun 2011)
  • Responsible for Insurance Mediation (14 Jan 2005 to 1 Jan 2009)
  • CF3 Chief Executive (2 Jun 2004 to 1 Jan 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 5 Sep 2017)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Oct 2007)
• Robert John Green

  IRN RJG01147

  • CF2 Non Executive Director (30 Oct 2012 to 30 Nov 2013)
• Roger Carl Victor Hitchman

  IRN RCH01051

  • CF30 Customer (15 Aug 2008 to 6 Aug 2010)
• Rupert Jonathan Charles Redman

  IRN RJR01088

  • CF22 Investment Adviser (Trainee) (11 Nov 2002 to 30 Apr 2003)
• Ryan Markham

  IRN RXM02383

  • CF30 Customer (1 May 2013 to 21 Nov 2014)
• Sabri Challah

  IRN SXC01685

  • CF1 Director (31 Aug 2004 to 31 Jul 2008)
• Sally Jane Tarling

  IRN SJT01223

  • CF30 Customer (6 Apr 2010 to 28 Oct 2011)
• Sarah Kathleen Florence Elwine

  IRN SKE01002

  • CF22 Investment Adviser (Trainee) (8 Feb 2002 to 1 Apr 2002)

No changes recorded yet.