M&G ADVICE PARTNERS LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
10 Fenchurch AvenueLondonEC3M 5AGUNITED KINGDOM- Phone
- +440800000000
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Complaints Contact
5 Central WayKildean Business ParkStirlingFK8 1FTUNITED KINGDOM- Phone
- +4403456710110
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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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
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- · 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.
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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
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- · 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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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 Hide limitations
- · 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.
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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
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Insurance Admin
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Stockbroking
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Debt Advice
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- · 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”.
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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 Hide limitations
- · 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.
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Ahmad Ayoubi
IRN AXA02803
- Appointed representative dealing with clients for which they require qualification (24 Jul 2025 to 17 Apr 2026)
- CF30 Customer (23 Jul 2025 to 17 Apr 2026)
- CF1 Director (AR) (23 Jul 2025 to 17 Apr 2026)
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Alain Mengoli
IRN AXM02613
- CF30 Customer (13 Nov 2014 to 29 Jan 2016)
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Alan Dardis
IRN AXD01200
- CF30 Customer (9 Sep 2013 to 2 Nov 2013)
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Alan James Watson
IRN AJW01513
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Manager of certification employee (since 7 Jan 2022)
- [FCA CF] Client dealing (since 6 Jul 2020)
- [FCA CF] Functions requiring qualifications (since 6 Jul 2020)
- CF30 Customer (31 Oct 2016 to 8 Dec 2019)
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Alan John Butterworth
IRN AJB01657
- CF30 Customer (9 Sep 2013 to 8 Dec 2019)
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Alan Mark Jones
IRN AMJ00020
- CF30 Customer (4 May 2021 to 22 Sep 2021)
- CF1 Director (AR) (4 May 2021 to 22 Sep 2021)
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Alan McPhail
IRN AXM00166
- CF30 Customer (14 Sep 2015 to 21 Oct 2017)
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Alan Michael Lewry
IRN AML00025
- CF30 Customer (9 Sep 2013 to 1 Apr 2014)
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Alana Jane Shaw
IRN AJS01541
- CF30 Customer (11 Sep 2017 to 8 Dec 2019)
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Alastair Breen
IRN AXB04455
- 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 Jan 2025)
- CF30 Customer (since 17 Jan 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Fortify Wealth Limited
FRN 1006710 · Appointed 5 Dec 2023
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Goldfinch Financial Planning Limited
FRN 1003196 · Appointed 1 Nov 2023
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Calon Wealth Management Ltd
FRN 1000990 · Appointed 4 Aug 2023
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Evergreen Financial Planning LTD
FRN 998172 · Appointed 18 Jun 2023
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Carl Mba Financial Planning Ltd
FRN 998000 · Appointed 15 Jun 2023
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Pooi Ling Mead
FRN 997017 · Appointed 30 May 2023
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Deborah Taiwo
FRN 991508 · Appointed 8 Feb 2023
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Kellyhill Financial Planning Ltd
FRN 989286 · Appointed 28 Dec 2022
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WBG Accounting Services
FRN 977414 · Appointed 14 Jun 2022
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Royle Mortgage Solutions Ltd
FRN 501548 · Appointed 13 May 2022
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.