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.

  • Naomi Ellen Aiyana McLean

    IRN NXM00569

    • Appointed representative dealing with clients for which they require qualification (3 Jun 2024 to 29 Aug 2025)
    • CF30 Customer (1 Jun 2024 to 29 Aug 2025)
  • Natalie Ferguson

    IRN NXF01350

    • CF30 Customer (19 Jul 2018 to 8 Dec 2019)
  • Nathan David Valbonesi

    IRN NDV01003

    • CF30 Customer (21 Sep 2017 to 12 Sep 2018)
  • Nathan Emslie

    IRN NXE00119

    • 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 6 Jan 2025)
  • Nathan Waldron

    IRN NDW01069

    • Appointed representative dealing with clients for which they require qualification (1 May 2021 to 26 Aug 2025)
    • CF1 Director (AR) (26 Mar 2021 to 4 Aug 2025)
    • [FCA CF] Functions requiring qualifications (10 Aug 2020 to 30 Apr 2021)
    • [FCA CF] Client dealing (10 Aug 2020 to 30 Apr 2021)
    • CF30 Customer (28 Apr 2016 to 8 Dec 2019)
  • Navneet Kaur Seehra

    IRN NKS01032

    • 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 23 Nov 2019)
    • CF30 Customer (since 11 Nov 2016)
  • Neha Mahara

    IRN NXM85753

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 25 Apr 2023)
    • [FCA CF] Functions requiring qualifications (since 25 Apr 2023)
  • Neha Varshi Sangar

    IRN NXJ00038

    • CF30 Customer (8 Jul 2019 to 8 Dec 2019)
  • Neil Christopher Trotter

    IRN NXT00281

    • Appointed representative dealing with clients for which they require qualification (17 Jun 2025 to 19 Dec 2025)
    • CF30 Customer (5 Jun 2025 to 19 Dec 2025)
    • CF1 Director (AR) (5 Jun 2025 to 19 Dec 2025)
  • Neil Davies

    IRN NXD01121

    • CF30 Customer (9 Sep 2013 to 31 May 2017)
Show more

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Show more

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.