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.

  • Rachel Susan Bleakley

    IRN RSB01169

    • CF30 Customer (10 Nov 2016 to 27 Dec 2017)
  • Raju Mistri

    IRN RXM01901

    • 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] Functions requiring qualifications (6 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (6 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (29 Feb 2016 to 8 Dec 2019)
  • Rakesh Pancha

    IRN RXP01513

    • CF30 Customer (19 Nov 2013 to 22 Jun 2015)
  • Raymond Allan Murchie

    IRN RAM00043

    • 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 2020)
    • CF1 Director (AR) (since 9 Nov 2019)
    • CF30 Customer (since 9 Sep 2013)
    • [FCA CF] Client dealing (10 Dec 2019 to 9 Dec 2020)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 9 Dec 2020)
  • Reagan Thomas McLaughlin Milne

    IRN RXM01066

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 21 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (since 21 Oct 2024)
  • Rebecca Caroline Page

    IRN RCL01065

    • CF30 Customer (9 Sep 2013 to 24 Jun 2014)
  • Rebecca Dee Naresh Hunter

    IRN RDP01070

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 2 Apr 2020)
    • Appointed representative dealing with clients for which they require qualification (since 1 Feb 2020)
    • CF1 Director (AR) (since 10 Jan 2020)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 9 Dec 2020)
    • [FCA CF] Client dealing (10 Dec 2019 to 9 Dec 2020)
    • CF30 Customer (10 Nov 2014 to 8 Dec 2019)
  • Rebecca Lawrence

    IRN RXJ01268

    • 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 3 Feb 2021)
    • CF1 Director (AR) (since 3 Feb 2021)
    • [FCA CF] Client dealing (28 Aug 2020 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (28 Aug 2020 to 31 Mar 2021)
    • CF30 Customer (12 Sep 2016 to 8 Dec 2019)
  • Rebecca Tania Sophie Slack

    IRN RTW01012

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 8 Aug 2024)
    • CF1 Director (AR) (since 8 Aug 2024)
    • Appointed representative dealing with clients for which they require qualification (since 8 Aug 2024)
  • Rekha Desor

    IRN RXD01472

    • [FCA CF] Client dealing (1 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (1 Jul 2020 to 14 Feb 2021)
    • 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.