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.

  • Kieran Curtis

    IRN KXC00478

    • Appointed representative dealing with clients for which they require qualification (30 May 2025 to 2 Dec 2025)
    • CF30 Customer (29 May 2025 to 2 Dec 2025)
  • Kimberley Elizabeth Warburton

    IRN KEW01040

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 26 May 2023)
    • [FCA CF] Functions requiring qualifications (since 17 Mar 2023)
    • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (2 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (28 Mar 2019 to 8 Dec 2019)
  • Kirsteen Elizabeth Parkes

    IRN KEP01021

    • CF30 Customer (10 Mar 2015 to 9 Sep 2018)
  • Kirsty McAuliffe

    IRN KXM00620

    • Appointed representative dealing with clients for which they require qualification (2 Oct 2023 to 9 May 2025)
    • CF30 Customer (20 Sep 2023 to 9 May 2025)
  • Kirsty Wilkinson

    IRN KXM01901

    • CF30 Customer (9 Mar 2015 to 8 Dec 2019)
  • Lara Jane White

    IRN LXW00374

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 10 Dec 2024)
    • Appointed representative dealing with clients for which they require qualification (since 2 Dec 2023)
    • CF30 Customer (since 2 Dec 2023)
  • Laura Gallie

    IRN LXG00408

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 3 Sep 2025)
    • CF30 Customer (since 2 Sep 2025)
  • Laura Jane Gough

    IRN LJG01117

    • CF30 Customer (3 May 2018 to 3 May 2018)
  • Laura Jane Jennians

    IRN LJS01122

    • 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] Functions requiring qualifications (2 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Client dealing (2 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (18 Sep 2017 to 8 Dec 2019)
  • Laura Jane Monnier

    IRN LJP01069

    • Appointed representative dealing with clients for which they require qualification (21 Jul 2022 to 9 Apr 2025)
    • CF30 Customer (3 Jun 2021 to 15 Oct 2024)
    • [FCA CF] Client dealing (7 Sep 2020 to 30 Jun 2021)
    • [FCA CF] Functions requiring qualifications (7 Sep 2020 to 30 Jun 2021)
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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.