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.

  • Ian Weatherhead

    IRN IXW00025

    • [FCA CF] Client dealing (2 Jul 2020 to 27 Nov 2020)
    • [FCA CF] Functions requiring qualifications (2 Jul 2020 to 27 Nov 2020)
    • CF30 Customer (14 Sep 2015 to 8 Dec 2019)
  • Ian William Rennard

    IRN IWR01009

    • CF30 Customer (9 Sep 2013 to 29 Jul 2016)
  • Ilona Castren

    IRN IXC00184

    • 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 Jul 2024)
    • CF30 Customer (since 28 Jun 2024)
  • Irene McDermott Brown

    IRN IXM01540

    • SMF7 Group Entity Senior Manager (8 Oct 2020 to 31 Dec 2021)
  • Jack Harris

    IRN JXH00946

    • Appointed representative dealing with clients for which they require qualification (16 Sep 2024 to 17 Sep 2025)
    • CF30 Customer (13 Sep 2024 to 17 Sep 2025)
  • Jack Yusuf Alisiroglu

    IRN JXA00730

    • 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 Apr 2025)
    • CF30 Customer (since 7 Apr 2025)
    • CF1 Director (AR) (since 7 Apr 2025)
  • Jacob David Manderfield

    IRN JDM31163

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
    • CF30 Customer (since 31 Dec 2023)
  • Jacqueline Hall

    IRN JXB01722

    • 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 Jun 2021)
    • CF30 Customer (since 16 Apr 2021)
    • [FCA CF] Client dealing (7 Aug 2020 to 31 May 2021)
    • [FCA CF] Functions requiring qualifications (7 Aug 2020 to 31 May 2021)
    • CF30 Customer (13 Nov 2017 to 8 Dec 2019)
  • Jacqueline Hunt

    IRN JXH02055

    • CF8 Apportionment and Oversight (10 Sep 2014 to 21 Oct 2015)
    • CF3 Chief Executive (5 Sep 2013 to 21 Oct 2015)
  • Jacqueline Mary Rumney

    IRN JMG00037

    • [FCA CF] Client dealing (12 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (12 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (19 Jul 2016 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.

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