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.

  • Abigail Forster Taylor

    IRN AFT01031

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 18 Oct 2022)
    • CF1 Director (AR) (since 7 Oct 2022)
    • [FCA CF] Functions requiring qualifications (since 1 Apr 2022)
    • Appointed representative dealing with clients for which they require qualification (since 1 Apr 2022)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (1 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (8 Oct 2018 to 8 Dec 2019)
  • Abigail Laura Jarratt

    IRN AXJ00527

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF1 Director (AR) (since 10 Oct 2025)
    • Appointed representative dealing with clients for which they require qualification (since 9 Sep 2024)
    • CF30 Customer (since 6 Sep 2024)
  • Abigail Valentina Pearman

    IRN AVP01011

    • CF30 Customer (11 Sep 2017 to 16 Aug 2018)
  • Adam Charles Henry Bainbridge

    IRN ACB01261

    • 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 Jan 2021)
    • CF1 Director (AR) (since 11 Dec 2020)
    • CF30 Customer (since 11 Dec 2020)
    • [FCA CF] Functions requiring qualifications (7 Sep 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (7 Sep 2020 to 14 Feb 2021)
    • CF30 Customer (9 Jan 2015 to 8 Dec 2019)
  • Adam John Gibson

    IRN AXG12902

    • CF30 Customer (27 Mar 2019 to 8 Dec 2019)
  • Adam Michael Ruane

    IRN AMR01118

    • 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 Jan 2025)
    • CF30 Customer (since 8 Jan 2025)
    • CF30 Customer (9 Sep 2013 to 8 Nov 2019)
  • Adnan Anil Isin

    IRN AXI00164

    • CF1 Director (AR) (22 May 2024 to 2 Jan 2025)
    • Appointed representative dealing with clients for which they require qualification (22 May 2024 to 2 Jan 2025)
    • CF30 Customer (22 May 2024 to 2 Jan 2025)
  • Adrian John Cooper

    IRN AJC00105

    • 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)
    • CF1 Director (AR) (since 17 Jun 2020)
    • CF30 Customer (since 17 Jun 2020)
    • [FCA CF] Functions requiring qualifications (27 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (27 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Adrian Mark Critchlow

    IRN AMC01126

    • CF30 Customer (10 Feb 2016 to 29 Aug 2016)
  • Adrian Tomaino

    IRN AXT00016

    • CF30 Customer (11 Jan 2016 to 11 Jan 2016)
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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.