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.

• George Edward Fowler

  IRN GEF01002

  • [FCA CF] Client dealing (since 22 Oct 2020)
  • [FCA CF] Manager of certification employee (since 22 Oct 2020)
• Georgina Rae Roberts

  IRN GXR00350

  • [FCA CF] Client dealing (since 1 Jul 2025)
• Gerard McIntyre

  IRN GXM00323

  • [FCA CF] Client dealing (since 23 Oct 2023)
• Gregory Peter Wright

  IRN GPW01020

  • [FCA CF] Client dealing (22 Oct 2020 to 15 Jun 2022)
• Helyne Slade

  IRN HAD01015

  • [FCA CF] Manager of certification employee (since 13 Jul 2023)
  • [FCA CF] Client dealing (since 10 Jul 2023)
• Iain Woolley

  IRN IXW00104

  • [FCA CF] Client dealing (since 23 Oct 2023)
• Ian Richard Pain

  IRN IXP00026

  • SMF3 Executive Director (12 Jan 2021 to 31 May 2025)
• Jacob Bowman

  IRN JXB14404

  • [FCA CF] Client dealing (since 22 Oct 2020)
• James Robin Parsons-O'Connor

  IRN JXP00352

  • [FCA CF] Client dealing (since 23 Oct 2024)
• Joanne Hoad

  IRN JXH87719

  • SMF16 Compliance Oversight (since 20 Aug 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 20 Aug 2020)

• Isio Group Ltd (no longer appointed)

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

No changes recorded yet.