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.

  • Eros Simone

    IRN EXS00363

    • Appointed representative dealing with clients for which they require qualification (22 May 2024 to 23 Oct 2025)
    • CF1 Director (AR) (21 May 2024 to 23 Oct 2025)
    • CF30 Customer (21 May 2024 to 23 Oct 2025)
  • Esme Jade Rennocks

    IRN EXR00205

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 29 Jan 2024)
    • CF30 Customer (since 29 Jan 2024)
  • Euan McAuliffe

    IRN EXM00309

    • Appointed representative dealing with clients for which they require qualification (22 Nov 2022 to 26 Nov 2025)
    • CF30 Customer (19 Oct 2022 to 26 Nov 2025)
  • Fadi Issam Siman

    IRN FXS00219

    • Appointed representative dealing with clients for which they require qualification (16 Aug 2024 to 6 Mar 2025)
    • CF1 Director (AR) (30 Jul 2024 to 6 Mar 2025)
    • CF30 Customer (30 Jul 2024 to 6 Mar 2025)
  • Farai Magodo

    IRN FXM00313

    • CF1 Director (AR) (10 Oct 2024 to 30 Jun 2025)
    • Appointed representative dealing with clients for which they require qualification (10 Oct 2024 to 30 Jun 2025)
    • CF30 Customer (10 Oct 2024 to 30 Jun 2025)
  • Fatema Ali

    IRN FXA01655

    • CF30 Customer (6 Mar 2018 to 1 Oct 2019)
  • Fergal Cummins

    IRN FJC01067

    • 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 19 Feb 2021)
    • CF30 Customer (since 19 Feb 2021)
    • [FCA CF] Functions requiring qualifications (12 Aug 2020 to 31 Mar 2021)
    • [FCA CF] Client dealing (12 Aug 2020 to 31 Mar 2021)
    • CF30 Customer (16 Jan 2017 to 8 Dec 2019)
  • Finlay James McCance

    IRN FXM00282

    • Appointed representative dealing with clients for which they require qualification (17 Apr 2024 to 29 Aug 2025)
    • CF30 Customer (16 Apr 2024 to 29 Aug 2025)
  • Finley Leonard

    IRN FXL00079

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
    • CF30 Customer (since 31 Dec 2023)
  • Fiona Helen Monro

    IRN FHH01005

    • CF30 Customer (31 Mar 2014 to 16 Apr 2018)
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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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