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.

  • Lewis Bell

    IRN LXB00480

    • [FCA CF] Functions requiring qualifications (16 Aug 2022 to 28 Jun 2024)
    • [FCA CF] Client dealing (16 Aug 2022 to 28 Jun 2024)
  • Liam Crosby

    IRN LXC01829

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 22 Jan 2021)
    • CF1 Director (AR) (since 22 Jan 2021)
    • [FCA CF] Functions requiring qualifications (since 6 Jul 2020)
    • [FCA CF] Client dealing (since 6 Jul 2020)
    • CF30 Customer (8 May 2017 to 8 Dec 2019)
  • Liam Parry

    IRN LXP00320

    • [FCA CF] Functions requiring qualifications (29 May 2023 to 2 Feb 2024)
    • CF30 Customer (3 May 2023 to 2 Feb 2024)
    • CF1 Director (AR) (3 May 2023 to 2 Feb 2024)
  • Liam Sidney David Britee

    IRN LSB01044

    • 11. Pension transfer specialist
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Jul 2020)
    • [FCA CF] Client dealing (since 9 Jul 2020)
  • Linda Jenkins

    IRN LXJ30643

    • [FCA CF] Client dealing (5 Dec 2021 to 31 Jan 2023)
    • [FCA CF] Functions requiring qualifications (5 Dec 2021 to 31 Jan 2023)
  • Lindsey Bateman

    IRN LXB00792

    • [FCA CF] Significant management (since 12 May 2025)
  • Lisa Barnes

    IRN LXB07090

    • [FCA CF] Functions requiring qualifications (29 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (29 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (10 Oct 2018 to 8 Dec 2019)
  • Lisa Clifford

    IRN LMC01071

    • CF30 Customer (12 Apr 2016 to 11 Jul 2017)
  • Lisa Worley

    IRN LXW00407

    • [FCA CF] Significant management (since 24 Jun 2024)
  • Lloyd Haworth

    IRN LAH01078

    • 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)
    • CF1 Director (AR) (since 17 Feb 2021)
    • CF30 Customer (since 17 Feb 2021)
    • [FCA CF] Client dealing (24 Jul 2020 to 31 Mar 2021)
    • [FCA CF] Functions requiring qualifications (24 Jul 2020 to 31 Mar 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
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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.