McInroy & Wood Portfolios Limited

Date authorised
1 April 2013
Companies House
SC116351
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Easter Alderston
    Haddington
    East Lothian
    EH41 3SF
    UNITED KINGDOM
    Phone
    +4401620825867
    Web
    https://www.mcinroy-wood.co.uk

  • Complaints Contact

    Easter Alderston
    Haddington
    East Lothian
    EH41 3SF
    UNITED KINGDOM
    Phone
    +4401620825867

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Retail Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Joy Ann Young

    IRN JAY01007

    • SMF3 Executive Director (9 Dec 2019 to 5 Jul 2024)
    • SMF16 Compliance Oversight (9 Dec 2019 to 5 Jul 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 5 Jul 2024)
    • CF1 Director (12 Jun 2019 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (11 Apr 2019 to 8 Dec 2019)
    • CF10a CASS Oversight function (29 Jan 2018 to 8 Dec 2019)
    • CF10 Compliance Oversight (29 Jan 2018 to 8 Dec 2019)
  • Laura Jane Hinchliffe

    IRN LJH01088

    • CF26 Customer Trading (25 Jun 2003 to 30 Jun 2005)
    • CF21 Investment Adviser (20 Jun 2003 to 25 Jun 2003)
    • CF27 Investment Management (20 Jun 2003 to 20 Jun 2003)
  • Moira Jean Cockburn

    IRN MJC01217

    • CF1 Director (1 Dec 2001 to 7 Jun 2002)
  • Pauline Hannigan

    IRN PXD00069

    • CF30 Customer (2 Apr 2014 to 7 Jan 2016)
  • Simon John Cunningham

    IRN SJC01393

    • CF11 Money Laundering Reporting (18 Jan 2013 to 28 Dec 2018)
    • CF1 Director (18 Jan 2013 to 28 Dec 2018)
  • Simon John Fraser

    IRN SJF01099

    • SMF9 Chair of the Governing Body (9 Dec 2019 to 9 Aug 2021)
    • CF2 Non Executive Director (10 Jan 2017 to 8 Dec 2019)
  • Timothy Andrew Urquhart Wood

    IRN TAW01035

    • Director of firm who is not a certification employee or a SMF manager (since 27 Jun 2025)
    • SMF16 Compliance Oversight (18 Jan 2024 to 31 Jan 2025)
    • SMF1 Chief Executive (9 Dec 2019 to 27 Jun 2025)
    • SMF3 Executive Director (9 Dec 2019 to 27 Jun 2025)
    • CF3 Chief Executive (1 Aug 2012 to 8 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 7 Jan 2016)
    • CF1 Director (13 Oct 2003 to 8 Dec 2019)
    • CF27 Investment Management (25 Jun 2003 to 31 Oct 2007)
    • CF21 Investment Adviser (28 Feb 2002 to 16 Oct 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Feb 2002)
  • Victor Norman Urquhart Wood

    IRN VNW01001

    • CF30 Customer (1 Nov 2007 to 27 Jul 2015)
    • CF11 Money Laundering Reporting (4 Dec 2002 to 1 Jan 2012)
    • CF1 Director (1 Dec 2001 to 26 Sep 2019)
    • CF27 Investment Management (1 Dec 2001 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • Wendy Ann Ferguson

    IRN WAF01024

    • SMF1 Chief Executive (since 27 Jun 2025)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (18 Jan 2024 to 31 Jan 2025)
    • CF1 Director (29 Oct 2013 to 8 Dec 2019)
  • Will Lindsay

    IRN WRL01014

    • CF30 Customer (12 Nov 2012 to 7 Jan 2016)
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Recent activity

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

No changes recorded yet.