Loveday & Partners Limited

• Principal Place of Business

  Loveday & Partners

  Lakeside 500

  Old Chapel Way

  Broadland Business Park

  Norwich

  Norfolk

  NR7 0WG

  UNITED KINGDOM

  Phone

  +4401603431740

  Web

  https://www.lovedayandpartners.com

• Complaints Contact

  Loveday & Partners

  Lakeside 500

  Old Chapel Way

  Broadland Business Park

  Norwich

  Norfolk

  NR7 0WG

  UNITED KINGDOM

  Phone

  +4401603431740

• P2P Lending Advice

  For Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · 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 Advice (no pensions)

  For Retail (Investment), Retail (Non-Investment Insurance), 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, Structured Deposits, 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 Retail (Investment), Retail (Non-Investment Insurance), 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, Structured Deposits, 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.

• Investment Setup

  For Retail (Investment), Retail (Non-Investment Insurance), 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, Structured Deposits, 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.

• Jonathan David Sinclair Briggs

  IRN JDB01286

  • SMF3 Executive Director (15 Jul 2020 to 11 Feb 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (26 May 2015 to 8 Dec 2019)
• Kai Michael Davey

  IRN KMD01060

  • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 22 Sep 2023)
  • CF30 Customer (9 Oct 2017 to 8 Dec 2019)
• Lauren MacArtney

  IRN LXM00768

  • [FCA CF] Functions requiring qualifications (2 Jan 2025 to 1 Sep 2025)
• Lisa Snary

  IRN LXS01867

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (1 Oct 2016 to 8 Dec 2019)
• Mark Jonathan Loveday

  IRN MJL01157

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 9A. Advising on P2P agreements
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 25 Feb 2020)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF10 Compliance Oversight (14 Nov 2016 to 4 Jan 2019)
  • CF1 Director (1 Aug 2013 to 8 Dec 2019)
  • CF30 Customer (1 Aug 2013 to 8 Dec 2019)
• Nicola Casey

  IRN NXC00027

  • CF11 Money Laundering Reporting (21 Aug 2018 to 28 Nov 2019)
• Rafael Bravo-French

  IRN RXB01818

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Sep 2025)
  • SMF3 Executive Director (9 Dec 2019 to 11 Feb 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • Responsible for Insurance Distribution (1 Oct 2018 to 11 Feb 2026)
  • CF10 Compliance Oversight (1 Aug 2013 to 21 Oct 2016)
  • CF30 Customer (1 Aug 2013 to 8 Dec 2019)
  • Responsible for Insurance Mediation (1 Aug 2013 to 30 Sep 2018)
  • CF1 Director (1 Aug 2013 to 8 Dec 2019)
• Robert John Walne

  IRN RJW01300

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Sep 2025)
  • CF30 Customer (12 Oct 2015 to 8 Dec 2019)
• Robyn Donnelly

  IRN RXW17871

  • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 1 Sep 2025)
  • [FCA CF] Client dealing (9 Dec 2020 to 1 Sep 2025)
  • CF30 Customer (1 Sep 2019 to 8 Dec 2019)
• Robyn Joyce O'Brien

  IRN RXO00120

  • [FCA CF] Client dealing (3 Jan 2023 to 1 Sep 2025)
  • [FCA CF] Functions requiring qualifications (12 Dec 2022 to 1 Sep 2025)

No changes recorded yet.