Merlin Partners LLP

Date authorised
1 April 2013
Companies House
OC317265
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    90 Jermyn Street
    London
    SW1Y 6JD
    UNITED KINGDOM
    Phone
    +4402078393500
    Web
    https://www.merlinpartnersllp.com

  • Complaints Contact

    90 Jermyn Street
    London
    SW1Y 6JD
    UNITED KINGDOM
    Phone
    +4402078393500

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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, 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 Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, 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.

  • Investment Setup

    For Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Rights to or interests in investments (Security), Share, 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.

  • . Montrose Partners Limited

    IRN XXM01049

    • CF4 Partner (31 May 2006 to 9 Oct 2012)
  • . Montrose Partners Two Limited

    IRN XXM01161

    • SMF27 Partner (since 9 Dec 2019)
    • CF4 Partner (30 Oct 2012 to 8 Dec 2019)
  • Aeneas Simon Mackay

    IRN ASM01081

    • CF30 Customer (1 Nov 2007 to 4 Jul 2011)
    • CF21 Investment Adviser (31 May 2006 to 31 Oct 2007)
    • CF8 Apportionment and Oversight (31 May 2006 to 31 Oct 2007)
    • CF4 Partner (31 May 2006 to 23 Jun 2011)
  • Alexander Harry Yule-Smith

    IRN AHY01004

    • CF30 Customer (28 Feb 2013 to 15 Oct 2015)
  • Alexandra Ammann Pfennig

    IRN AXA01176

    • CF1 Director (AR) (20 May 2016 to 10 Mar 2017)
    • CF30 Customer (20 May 2016 to 10 Mar 2017)
  • Anthony Hugh Rich

    IRN AHR01022

    • [FCA CF] Client dealing (since 4 Mar 2025)
  • Arild Bruzell Eide

    IRN ABE01002

    • CF30 Customer (26 May 2016 to 9 Feb 2018)
  • Ashleigh Jane Ruxton

    IRN AJR01340

    • 8. Giving personal recommendations on investments in the course of corporate finance business
    • 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
    • [FCA CF] Client dealing (since 9 Dec 2020)
    • CF30 Customer (16 Jun 2014 to 8 Dec 2019)
  • Barnaby Mungo David Watson Sheehan

    IRN BXS00548

    • [FCA CF] Client dealing (since 18 Nov 2024)
  • Calvin Cheuk Lun Man

    IRN CCM01039

    • [FCA CF] Client dealing (since 22 Apr 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.