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 Archibald Morrison

    IRN IAM01036

    • CF30 Customer (9 Sep 2013 to 23 Sep 2016)
  • Ian David John Blanchford

    IRN IXB00220

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 7 May 2024)
    • CF30 Customer (since 7 May 2024)
    • CF1 Director (AR) (since 7 May 2024)
  • Ian David Stafford

    IRN IDT00011

    • CF30 Customer (15 Mar 2018 to 8 Dec 2019)
  • Ian Hanson

    IRN IXH00038

    • [FCA CF] Functions requiring qualifications (15 Feb 2021 to 15 Feb 2021)
    • [FCA CF] Client dealing (15 Feb 2021 to 15 Feb 2021)
    • CF30 Customer (14 Jan 2019 to 8 Dec 2019)
  • Ian James Dignam

    IRN IJD00008

    • 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 29 Jun 2020)
    • CF30 Customer (since 29 Jun 2020)
    • [FCA CF] Functions requiring qualifications (6 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (6 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (9 Apr 2015 to 8 Dec 2019)
  • Ian Kells

    IRN IDK01016

    • [FCA CF] Functions requiring qualifications (7 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (7 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (4 Jun 2015 to 8 Dec 2019)
  • Ian McKay

    IRN IXM00100

    • CF30 Customer (9 Sep 2013 to 8 May 2015)
  • Ian Paul Coulthard

    IRN IPC01032

    • CF28 Systems and controls (30 Jan 2014 to 15 Jul 2014)
  • Ian Robinson

    IRN IXR01150

    • SMF7 Group Entity Senior Manager (23 Sep 2020 to 18 Oct 2022)
  • Ian Ronald Guttridge

    IRN IXG00128

    • 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 Dec 2024)
    • CF30 Customer (since 18 Dec 2024)
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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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