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.

  • Michelle Herrick

    IRN MXH00281

    • 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 4 Feb 2021)
    • CF1 Director (AR) (since 4 Feb 2021)
    • [FCA CF] Client dealing (6 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (6 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (2 Jun 2014 to 8 Dec 2019)
  • Michelle Louise Turner

    IRN MLD01040

    • 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] Functions requiring qualifications (5 Aug 2020 to 31 Mar 2021)
    • [FCA CF] Client dealing (5 Aug 2020 to 31 Mar 2021)
    • CF30 Customer (29 Feb 2016 to 8 Dec 2019)
  • Mikayla Anne Bernstein

    IRN MAB00080

    • CF30 Customer (5 Jan 2015 to 9 Jun 2017)
  • Mike Bharwani

    IRN MXB03281

    • Appointed representative dealing with clients for which they require qualification (3 Feb 2025 to 14 Mar 2025)
    • CF1 Director (AR) (31 Jan 2025 to 14 Mar 2025)
    • CF30 Customer (31 Jan 2025 to 14 Mar 2025)
  • Milen Mihnev

    IRN MXM04704

    • [FCA CF] Significant management (since 21 Nov 2025)
  • Miles Elliot McClelland

    IRN MEM01106

    • CF30 Customer (1 Sep 2014 to 11 Apr 2016)
  • Mitesh Patel

    IRN MXP00745

    • Appointed representative dealing with clients for which they require qualification (10 Oct 2023 to 19 Jun 2024)
    • CF30 Customer (8 Sep 2023 to 19 Jun 2024)
    • CF1 Director (AR) (8 Sep 2023 to 19 Jun 2024)
  • Mohamed Kamal Ibrahim El Kazzaz

    IRN MXE01297

    • 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)
    • CF30 Customer (since 24 Jun 2020)
    • CF1 Director (AR) (since 24 Jun 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 (5 Jan 2015 to 8 Dec 2019)
  • Molly Clementine Smith

    IRN MXS00544

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 28 Nov 2022)
    • CF30 Customer (since 28 Nov 2022)
  • Naeem Ullah Shad

    IRN NXS00627

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 24 May 2024)
    • CF30 Customer (since 23 May 2024)
    • CF1 Director (AR) (since 23 May 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.

No changes recorded yet.