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
Show 1 limitation Hide limitations
- · 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
Show 1 limitation Hide limitations
- · 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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Andrew Michael Crossley
IRN AMC01187
- CF28 Systems and controls (25 Feb 2013 to 11 Jul 2013)
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Andrew Robert Weston
IRN ARW01233
- [FCA CF] Client dealing (7 Jul 2020 to 3 Dec 2020)
- [FCA CF] Functions requiring qualifications (7 Jul 2020 to 3 Dec 2020)
- CF30 Customer (5 Jul 2019 to 8 Dec 2019)
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Andrew Thomas
IRN AXT00736
- Appointed representative dealing with clients for which they require qualification (6 Feb 2025 to 20 Mar 2026)
- CF30 Customer (5 Feb 2025 to 20 Mar 2026)
- CF1 Director (AR) (5 Feb 2025 to 20 Mar 2026)
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Andrew Thomas Joy
IRN ATJ01029
- CF28 Systems and controls (22 May 2017 to 4 Apr 2018)
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Andrew William Pinkney
IRN AWP01051
- CF30 Customer (9 Sep 2013 to 29 May 2015)
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Angela Carol King
IRN ACJ01041
- CF30 Customer (17 Nov 2014 to 8 Dec 2019)
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Anne Hopkins
IRN AXH01846
- CF30 Customer (19 Nov 2013 to 4 Jan 2015)
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Anthony Bilan
IRN AXB06718
- [FCA CF] Functions requiring qualifications (15 Feb 2021 to 5 Sep 2022)
- [FCA CF] Client dealing (7 Jul 2020 to 5 Sep 2022)
- CF30 Customer (28 Sep 2018 to 8 Dec 2019)
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Anthony John Buckley
IRN AJB00171
- CF30 Customer (14 Sep 2015 to 20 Jul 2018)
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Anthony John Charles Buck
IRN AJB00051
- CF30 Customer (9 Mar 2017 to 30 Jun 2018)
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.