My Pension Expert Limited

Date authorised
1 April 2013
Companies House
07627457
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    My Pension Expert Ltd
    Colonnades House
    Duke Street
    Doncaster
    DN1 3BW
    UNITED KINGDOM
    Phone
    +441302639540
    Web
    https://www.mypensionexpert.com

  • Complaints Contact

    My Pension Expert Ltd
    Colonnades House
    Duke Street
    Doncaster
    DN1 3BW
    UNITED KINGDOM
    Phone
    +441302639540

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Pension Transfer Advice

    For Professional, 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 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · 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 Commercial, Professional, 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, Structured Deposits, 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 Commercial, Professional, 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, Structured Deposits, 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.

  • Buy-to-Let Start Date

  • Buy-to-Let End Date

  • Buy-to-Let Status

  • Investment Setup

    For Commercial, Professional, 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, Structured Deposits, 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.

  • David Winn

    IRN DXW00732

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 30 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 30 Aug 2024)
  • Diane Elizabeth Wilson

    IRN DEW00034

    • CF30 Customer (8 Nov 2013 to 19 Dec 2014)
  • Dianne Gascoigne

    IRN DXG00456

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 22 Mar 2023)
  • Emma Padwick-Graham

    IRN EXP00180

    • SMF3 Executive Director (4 Jan 2023 to 2 May 2023)
  • Emma Unsworth

    IRN EXU00012

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 2 Dec 2024)
    • [FCA CF] Functions requiring qualifications (since 13 Sep 2023)
  • Georgia Harriett Cram

    IRN GXC00394

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2026)
    • [FCA CF] Client dealing (since 6 Jan 2026)
  • Graeme Conn Hunter

    IRN GXH00522

    • [FCA CF] Manager of certification employee (since 2 Mar 2026)
  • Harry Persad

    IRN HXP00229

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 13 Aug 2025)
    • [FCA CF] Client dealing (since 13 Aug 2025)
  • Helen Smith

    IRN HXS01979

    • SMF3 Executive Director (19 Jun 2025 to 26 Aug 2025)
  • Howard Michael Hill

    IRN HMH00007

    • CF30 Customer (9 Jul 2012 to 4 Mar 2015)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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