M&G ADVICE PARTNERS LIMITED

Date authorised
1 April 2013
Companies House
05739054
Last scraped
2 weeks ago
Watch for changes

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.

  • Steven Tweed

    IRN SXT01480

    • 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 Aug 2021)
    • CF1 Director (AR) (since 30 Jun 2021)
    • CF30 Customer (since 30 Jun 2021)
    • [FCA CF] Client dealing (10 Aug 2020 to 30 Jul 2021)
    • [FCA CF] Functions requiring qualifications (10 Aug 2020 to 30 Jul 2021)
    • CF30 Customer (9 Mar 2016 to 8 Dec 2019)
  • Stewart Alexander Martin Davidson

    IRN SAD01091

    • CF30 Customer (2 Jun 2014 to 13 Feb 2017)
  • Stewart Davidson

    IRN SXD00006

    • [FCA CF] Functions requiring qualifications (6 Jul 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (6 Jul 2020 to 14 Feb 2021)
    • CF30 Customer (2 Mar 2016 to 8 Dec 2019)
  • Stewart John Roberts

    IRN SJR00046

    • [FCA CF] Functions requiring qualifications (6 Aug 2020 to 14 Feb 2021)
    • [FCA CF] Client dealing (6 Aug 2020 to 14 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (1 Aug 2020 to 5 Feb 2024)
    • CF1 Director (AR) (7 Jul 2020 to 8 Sep 2023)
    • CF30 Customer (7 Jul 2020 to 8 Sep 2023)
  • Stuart Allan Detrafford Mills

    IRN SAM00087

    • CF30 Customer (31 Mar 2014 to 6 Apr 2014)
  • Stuart Andrew Ward Irons

    IRN SAI01022

    • CF30 Customer (2 Oct 2018 to 2 May 2019)
  • Stuart Brockless

    IRN SXB00114

    • CF30 Customer (9 Sep 2013 to 8 Dec 2019)
  • Stuart Campbell Hunter

    IRN SCH00060

    • [FCA CF] Functions requiring qualifications (20 May 2022 to 30 Sep 2025)
    • [FCA CF] Manager of certification employee (20 May 2022 to 30 Sep 2025)
    • CF30 Customer (1 Nov 2016 to 19 May 2017)
  • Stuart David Groves

    IRN SDG01060

    • CF30 Customer (9 Sep 2013 to 1 Jan 2016)
  • Sukhbir Chahil

    IRN SKB01078

    • CF30 Customer (18 Nov 2013 to 10 Jun 2015)
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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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