Isio Investment Solutions Limited

Date authorised
1 April 2013
Companies House
03981512
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

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 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

    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

    For Commercial, Eligible Counterparty, Professional

    Show 1 limitation
    • · 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

    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 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
    • · 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
    • · 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

    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 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
    • · 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.

  • Andrew Simon Mewis

    IRN ASM01097

    • SMF3 Executive Director (16 Mar 2021 to 26 May 2023)
    • CF1 Director (19 Aug 2011 to 5 Sep 2017)
    • CF30 Customer (1 Nov 2007 to 10 Jul 2017)
    • CF21 Investment Adviser (11 Nov 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (24 Jan 2002 to 11 Nov 2002)
  • Andrew William John McKean

    IRN AWM01087

    • CF28 Systems and controls (1 Nov 2007 to 29 Mar 2018)
    • CF13 Finance (28 Jan 2003 to 31 Oct 2007)
  • Anthony David Landes

    IRN ADL01056

    • CF1 Director (8 Aug 2008 to 31 May 2014)
    • CF10 Compliance Oversight (8 Aug 2008 to 31 May 2014)
    • CF2 Non Executive Director (13 Aug 2004 to 8 Aug 2008)
  • Anthony Graham Clare

    IRN AGC01086

    • CF3 Chief Executive (1 Jan 2009 to 1 Jun 2015)
    • Responsible for Insurance Mediation (1 Jan 2009 to 5 Sep 2017)
    • CF1 Director (2 Nov 2005 to 5 Sep 2017)
  • Anthony Kingsley Pike

    IRN AXP00079

    • CF21 Investment Adviser (4 Aug 2005 to 6 Mar 2006)
    • CF22 Investment Adviser (Trainee) (23 Feb 2005 to 4 Aug 2005)
  • Antony Phillip Osborn-Barker

    IRN APO00006

    • CF1 Director (27 Feb 2002 to 2 Apr 2004)
    • CF10 Compliance Oversight (27 Feb 2002 to 19 Apr 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 21 Aug 2006)
  • Aoife Mary Glassman

    IRN AMP01154

    • CF30 Customer (20 Apr 2011 to 31 Oct 2014)
  • Ashok Talukdar

    IRN AXT01288

    • CF30 Customer (1 Nov 2007 to 5 Oct 2009)
    • CF21 Investment Adviser (14 Nov 2002 to 31 Oct 2007)
  • Barclay Robert Webster

    IRN BRW01030

    • CF30 Customer (1 Nov 2007 to 28 Oct 2011)
    • CF21 Investment Adviser (4 Nov 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Jun 2004 to 4 Nov 2005)
  • Benoit Jean-Marie Jacquemont

    IRN BJJ01015

    • CF30 Customer (21 Jun 2010 to 14 Dec 2012)
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Recent activity

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

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