ISIO Services Limited

• Principal Place of Business

  5th Floor

  1 Colmore Square

  Birmingham

  B4 6AJ

  UNITED KINGDOM

  Phone

  +4407500993506

  Web

  https://www.isio.com

• Complaints Contact

  5th Floor

  1 Colmore Square

  Birmingham

  B4 6AJ

  UNITED KINGDOM

  Phone

  +4407500993506

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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.

• 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 Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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

  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.

• Insurance Admin

  For Commercial, Non-investment insurance contracts

• Investment Setup

  For Commercial, Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, 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

  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.

• Barry Jones

  IRN BXJ01208

  • [FCA CF] Client dealing (since 22 Oct 2020)
• Calum Brunton Smith

  IRN CBS01041

  • [FCA CF] Manager of certification employee (since 1 Jun 2021)
  • [FCA CF] Client dealing (since 22 Oct 2020)
• Charles Mark Iversen

  IRN CXI01108

  • [FCA CF] Client dealing (since 8 Dec 2023)
• Christopher James Cheng

  IRN CJC01229

  • [FCA CF] Manager of certification employee (since 1 Jun 2021)
  • [FCA CF] Client dealing (since 22 Oct 2020)
• Craig Philip Murden

  IRN CXM07637

  • [FCA CF] Client dealing (since 23 Oct 2023)
• David Alexander O'Hara

  IRN DAO01025

  • [FCA CF] Manager of certification employee (since 22 Oct 2020)
  • [FCA CF] Client dealing (since 22 Oct 2020)
• David Andrew Costello

  IRN DXC22871

  • [FCA CF] Client dealing (22 Oct 2020 to 22 Oct 2023)
• David Grant Macdonald Barlow

  IRN DXB10883

  • [FCA CF] Client dealing (since 22 Oct 2020)
• David Nicholas Evans

  IRN NXE01049

  • [FCA CF] Manager of certification employee (since 22 Oct 2020)
  • [FCA CF] Client dealing (since 22 Oct 2020)
  • SMF3 Executive Director (26 Apr 2022 to 30 Sep 2025)
• David Richard Green

  IRN DRG01051

  • [FCA CF] Client dealing (since 22 Oct 2020)

• Isio Group Ltd (no longer appointed)

  FRN 920423 · Appointed 5 Nov 2020 · Until 25 Jan 2024

No changes recorded yet.