M&G ADVICE PARTNERS LIMITED

Date authorised
1 April 2013
Companies House
05739054
Last scraped
2 weeks ago
Watch for changes

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.

  • Laura Jayne Costello

    IRN LXC00699

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 14 Oct 2025)
    • CF30 Customer (since 13 Oct 2025)
  • Laura Louise Collins

    IRN LLM00005

    • 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 Apr 2021)
    • CF1 Director (AR) (since 3 Feb 2021)
    • CF30 Customer (since 3 Feb 2021)
    • [FCA CF] Client dealing (24 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (24 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Manager of certification employee (24 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Laura Marvell-James

    IRN LXB01389

    • 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 Apr 2021)
    • CF30 Customer (since 4 Feb 2021)
    • CF1 Director (AR) (since 4 Feb 2021)
    • [FCA CF] Manager of certification employee (15 Feb 2021 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (6 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Client dealing (6 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Lawrence Lakeland

    IRN LXL01038

    • CF30 Customer (2 Jun 2014 to 1 Aug 2016)
  • Lee Andersen

    IRN LXA00245

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Oct 2023)
    • CF30 Customer (since 13 Oct 2023)
  • Lee Ashley Dunkley

    IRN LAD00008

    • 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 Aug 2020)
    • CF30 Customer (since 12 Jun 2020)
    • CF1 Director (AR) (since 12 Jun 2020)
    • [FCA CF] Functions requiring qualifications (13 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (13 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (5 Jan 2015 to 8 Dec 2019)
  • Lee John Clark

    IRN LXC00690

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 8 Sep 2025)
    • CF30 Customer (since 7 Sep 2025)
    • CF1 Director (AR) (since 7 Sep 2025)
  • Leeanne Cooper

    IRN LXC00590

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 18 Jul 2024)
    • CF30 Customer (since 9 Jul 2024)
    • CF1 Director (AR) (since 9 Jul 2024)
  • Leia Zhu

    IRN LXZ00052

    • CF30 Customer (30 May 2025 to 11 Jun 2025)
    • CF1 Director (AR) (30 May 2025 to 11 Jun 2025)
  • Lesley Anne Scott

    IRN LAS00028

    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
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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.

No changes recorded yet.