M&G ADVICE PARTNERS LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
10 Fenchurch AvenueLondonEC3M 5AGUNITED KINGDOM- Phone
- +440800000000
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Complaints Contact
5 Central WayKildean Business ParkStirlingFK8 1FTUNITED KINGDOM- Phone
- +4403456710110
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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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
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- · 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.
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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
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- · 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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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
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- · 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.
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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
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Insurance Admin
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Stockbroking
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Advice
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- · 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”.
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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 Hide limitations
- · 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.
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Matthew Canning
IRN MRC01222
- 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 May 2021)
- CF1 Director (AR) (since 4 Feb 2021)
- CF30 Customer (since 4 Feb 2021)
- [FCA CF] Functions requiring qualifications (27 Jul 2020 to 30 Apr 2021)
- [FCA CF] Client dealing (27 Jul 2020 to 30 Apr 2021)
- CF30 Customer (9 May 2018 to 8 Dec 2019)
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Matthew Colthart
IRN MXC01224
- 4. Giving personal recommendations on retail investment products which are not broker funds
- Appointed representative dealing with clients for which they require qualification (since 20 Oct 2025)
- CF1 Director (AR) (since 17 Oct 2025)
- CF30 Customer (since 17 Oct 2025)
- Appointed representative dealing with clients for which they require qualification (17 Dec 2024 to 24 Jan 2025)
- CF30 Customer (16 Dec 2024 to 24 Jan 2025)
- CF1 Director (AR) (16 Dec 2024 to 24 Jan 2025)
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Matthew Evans
IRN MXE00084
- 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 May 2021)
- CF30 Customer (since 26 Mar 2021)
- CF1 Director (AR) (since 26 Mar 2021)
- [FCA CF] Client dealing (7 Aug 2020 to 30 Apr 2021)
- [FCA CF] Functions requiring qualifications (7 Aug 2020 to 30 Apr 2021)
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Matthew George Young
IRN MXY00127
- 4. Giving personal recommendations on retail investment products which are not broker funds
- CF30 Customer (since 20 Dec 2024)
- Appointed representative dealing with clients for which they require qualification (since 20 Dec 2024)
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Matthew Ian Howells
IRN MXH02448
- SMF7 Group Entity Senior Manager (since 25 Jun 2022)
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Matthew James Buckey
IRN MJB00046
- CF30 Customer (19 Nov 2013 to 2 Mar 2015)
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Matthew James Cretney
IRN MJC01548
- 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)
- CF30 Customer (since 20 Jan 2021)
- CF1 Director (AR) (since 20 Jan 2021)
- [FCA CF] Client dealing (6 Jul 2020 to 14 Feb 2021)
- [FCA CF] Functions requiring qualifications (6 Jul 2020 to 14 Feb 2021)
- CF30 Customer (9 Sep 2013 to 8 Dec 2019)
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Matthew James Oates
IRN MJO01076
- CF30 Customer (11 Jul 2018 to 8 Dec 2019)
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Matthew James Robbins
IRN MJR01253
- [FCA CF] Client dealing (12 Aug 2021 to 25 Mar 2022)
- [FCA CF] Functions requiring qualifications (12 Aug 2021 to 25 Mar 2022)
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Matthew Jonathan Derry
IRN MXD00564
- Appointed representative dealing with clients for which they require qualification (22 Nov 2022 to 13 Aug 2024)
- CF30 Customer (18 Nov 2022 to 17 Jun 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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WEALTH TRANSFORM LIMITED
FRN 939772 · Appointed 30 Nov 2020
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North Yorkshire Financial Planning LTD
FRN 939737 · Appointed 30 Nov 2020
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TTRL FINANCIAL PLANNING LTD
FRN 939766 · Appointed 30 Nov 2020
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Jason Savage Financial Planning Limited
FRN 939771 · Appointed 30 Nov 2020
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MJ Financial Services Ltd
FRN 939815 · Appointed 30 Nov 2020
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DCLF Wealth Management Limited
FRN 939817 · Appointed 30 Nov 2020
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VK Financial Planning LTD
FRN 939696 · Appointed 29 Nov 2020
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Forthview Financial Planning Ltd
FRN 939697 · Appointed 29 Nov 2020
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M.R.C Financial Planning Ltd
FRN 939720 · Appointed 29 Nov 2020
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A Morton Financial Planning Ltd
FRN 939663 · Appointed 28 Nov 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.