MB Private Office Ltd

• Principal Place of Business

  Mulberry Bow

  3rd floor

  27 Greville Street

  London

  EC1N 8TN

  UNITED KINGDOM

  Phone

  +442038651036

  Web

  https://www.mulberrybow.com

• Complaints Contact

  Mulberry Bow

  3rd floor

  27 Greville Street

  London

  EC1N 8TN

  UNITED KINGDOM

  Phone

  +442038651036

• P2P Lending Advice

  For Professional, Retail (Investment)

• 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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  • · 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.
  • · 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 Advice (no pensions)

  For Professional, 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 Professional, 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.

• Investment Setup

  For Professional, 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.

• Andrew John Toll

  IRN AJT01240

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF3 Executive Director (since 1 Dec 2020)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
• Andrew Philip Towers

  IRN APT01054

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 7 Jan 2026)
  • [FCA CF] Client dealing (since 7 Jan 2026)
  • SMF16 Compliance Oversight (since 1 Jan 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Jan 2026)
  • SMF3 Executive Director (since 25 Jun 2025)
• Elliott James Owens

  IRN EXO00091

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 27 Feb 2024)
  • [FCA CF] Functions requiring qualifications (since 27 Feb 2024)
• Gosia Bullock

  IRN GXB02337

  • SMF3 Executive Director (1 Dec 2020 to 14 Dec 2020)
• Jessica Tivey

  IRN JXT02012

  • SMF16 Compliance Oversight (1 Dec 2020 to 22 Mar 2024)
  • SMF3 Executive Director (1 Dec 2020 to 24 Jul 2024)
  • SMF17 Money Laundering Reporting Officer (MLRO) (1 Dec 2020 to 22 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 24 Jul 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 24 Jul 2024)
• Marc Baldrey

  IRN MXB01723

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 3 Oct 2025)
  • [FCA CF] Functions requiring qualifications (since 3 Oct 2025)
• Scott William Moorhouse

  IRN SWM01080

  • SMF3 Executive Director (18 May 2022 to 30 Jul 2024)
  • [FCA CF] Functions requiring qualifications (1 Sep 2020 to 30 Jul 2024)
  • [FCA CF] Client dealing (1 Sep 2020 to 30 Jul 2024)
• Simon Martin Bullock

  IRN SMB00021

  • SMF3 Executive Director (since 1 Dec 2020)
  • Responsible for Insurance Distribution (since 1 Dec 2020)
  • SMF16 Compliance Oversight (26 Apr 2024 to 7 Jan 2026)
  • SMF17 Money Laundering Reporting Officer (MLRO) (26 Apr 2024 to 7 Jan 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Jan 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 6 Jan 2026)
• Thomas Alexander Evans

  IRN TXE00091

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 1 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Feb 2023)
• William George John Baker White

  IRN WXB00148

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 24 Feb 2025)
  • [FCA CF] Functions requiring qualifications (since 24 Feb 2025)

No changes recorded yet.