M&G ADVICE PARTNERS LIMITED

Date authorised
1 April 2013
Companies House
05739054
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    10 Fenchurch Avenue
    London
    EC3M 5AG
    UNITED KINGDOM
    Phone
    +440800000000
    Web
    https://www.mandg.com/wealth/advice

  • Complaints Contact

    5 Central Way
    Kildean Business Park
    Stirling
    FK8 1FT
    UNITED KINGDOM
    Phone
    +4403456710110

What this firm is allowed to do

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

  • Pension Transfer Advice

    For 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

    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 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, 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 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, 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.

  • Arranges Asset Safekeeping

    For Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, 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

  • Insurance Admin

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Stockbroking

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • 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, 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.

  • Jonathan David Bessell

    IRN JDB01155

    • CF30 Customer (8 Nov 2016 to 26 Mar 2018)
  • Jonathan David Kempson

    IRN JDK01041

    • CF30 Customer (9 Sep 2013 to 16 Jan 2016)
  • Jonathan David Wheeler

    IRN JDW00026

    • Appointed representative dealing with clients for which they require qualification (1 Mar 2021 to 27 Sep 2021)
    • CF1 Director (AR) (14 Jan 2021 to 28 Sep 2021)
    • [FCA CF] Client dealing (2 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (29 Nov 2018 to 8 Dec 2019)
  • Jonathan Head

    IRN JXH82846

    • CF30 Customer (17 Oct 2023 to 18 Oct 2023)
  • Jonathan Keith Fowler

    IRN JKF01026

    • [FCA CF] Client dealing (28 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (28 Aug 2020 to 14 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (1 Aug 2020 to 1 Feb 2025)
    • CF1 Director (AR) (25 Jun 2020 to 7 Feb 2025)
    • CF30 Customer (25 Jun 2020 to 7 Feb 2025)
  • Jonathan Paul Bird

    IRN JPB01328

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 1 Mar 2021)
    • CF1 Director (AR) (since 30 Dec 2020)
    • CF30 Customer (since 30 Dec 2020)
    • [FCA CF] Functions requiring qualifications (24 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (24 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (9 May 2017 to 8 Dec 2019)
  • Jonathan West

    IRN JXW00110

    • [FCA CF] Significant management (24 Aug 2020 to 31 Dec 2023)
  • Jordan Jack Darwin

    IRN JXD00069

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 20 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 20 Dec 2023)
  • Joseph Connor Payne

    IRN JXP00893

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 5 Dec 2023)
    • CF30 Customer (since 5 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2023)
  • Joseph Fatemi

    IRN JXF00349

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2022)
    • [FCA CF] Client dealing (since 6 Jan 2022)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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