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.

• Pallavi Aston

  IRN PXP01311

  • [FCA CF] Client dealing (22 Oct 2020 to 20 Aug 2021)
• Patrick Michael Race

  IRN PMR01042

  • [FCA CF] Client dealing (22 Oct 2020 to 15 Apr 2022)
  • [FCA CF] Manager of certification employee (22 Oct 2020 to 15 Apr 2022)
  • [FCA CF] Significant management (1 Oct 2020 to 2 Oct 2020)
  • SMF3 Executive Director (20 Aug 2020 to 15 Apr 2022)
• Paul Dominic Matson

  IRN PDM01149

  • SMF3 Executive Director (20 Aug 2020 to 26 Oct 2020)
• Paula Jayne Champion

  IRN PJC01355

  • [FCA CF] Client dealing (since 22 Oct 2020)
  • [FCA CF] Manager of certification employee (since 22 Oct 2020)
• Priya Jane Jassal

  IRN PJJ01097

  • [FCA CF] Client dealing (22 Oct 2020 to 13 Oct 2023)
• Richard Birkin

  IRN RXB00379

  • [FCA CF] Manager of certification employee (since 25 Jan 2021)
  • [FCA CF] Client dealing (since 25 Jan 2021)
• Richard Forrest

  IRN RXF01338

  • [FCA CF] Client dealing (since 1 Jul 2025)
• Richard Harvey Slater

  IRN RHS00031

  • [FCA CF] Client dealing (23 Oct 2023 to 20 Sep 2024)
  • [FCA CF] Manager of certification employee (23 Oct 2023 to 20 Sep 2024)
• Robert Agnew

  IRN RLA01020

  • [FCA CF] Client dealing (since 12 Jul 2023)
  • [FCA CF] Manager of certification employee (since 12 Jul 2023)
• Robert Edmund Wilson

  IRN EXW01083

  • SMF3 Executive Director (since 4 Feb 2025)
  • Responsible for Insurance Distribution (since 4 Feb 2025)
  • [FCA CF] Manager of certification employee (since 22 Jun 2022)
  • [FCA CF] Client dealing (since 22 Jun 2022)

• Isio Group Ltd (no longer appointed)

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

No changes recorded yet.