ISIO Services Limited

Date authorised
20 August 2020
Companies House
12272858
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

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, 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
    • · 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

    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, 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
    • · 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
    • · 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.

  • William James Aitken

    IRN WJA00001

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

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Isio Group Ltd (no longer appointed)

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

Recent activity

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

No changes recorded yet.