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.

  • Patrick Kevin Michael Hannon

    IRN PKH01043

    • 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 Jun 2021)
    • CF1 Director (AR) (since 10 May 2021)
    • CF30 Customer (since 10 May 2021)
    • [FCA CF] Client dealing (7 Sep 2020 to 31 May 2021)
    • [FCA CF] Functions requiring qualifications (7 Sep 2020 to 31 May 2021)
    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Patrick Van Eady

    IRN PGV01008

    • CF30 Customer (9 Sep 2013 to 2 May 2019)
  • Paul Adesina Adigun

    IRN PXA00005

    • CF30 Customer (27 Jan 2017 to 5 Sep 2018)
  • Paul Andrew Davies

    IRN PAD00033

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • CF30 Customer (since 21 Jan 2021)
    • CF1 Director (AR) (since 21 Jan 2021)
    • [FCA CF] Client dealing (since 5 Aug 2020)
    • [FCA CF] Functions requiring qualifications (since 5 Aug 2020)
    • CF30 Customer (9 May 2019 to 8 Dec 2019)
  • Paul Annenberg

    IRN PXA00040

    • CF30 Customer (6 Oct 2014 to 8 Dec 2019)
  • Paul Anthony Hunt

    IRN PAH00045

    • CF30 Customer (9 Sep 2013 to 3 Feb 2017)
  • Paul Anthony Padden

    IRN PAP00019

    • CF30 Customer (9 Sep 2013 to 21 Nov 2013)
  • Paul Anthony Smith

    IRN PAS01229

    • [FCA CF] Client dealing (6 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Functions requiring qualifications (6 Aug 2020 to 14 Feb 2021)
    • CF30 Customer (31 Mar 2014 to 8 Dec 2019)
  • Paul Anthony Williams

    IRN PAW01192

    • CF30 Customer (11 Sep 2017 to 30 Aug 2019)
  • Paul Bullough

    IRN PAB01357

    • CF30 Customer (9 Sep 2013 to 29 Jan 2016)
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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.

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