My Pension Expert Limited

• 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

• 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 Hide 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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.

• James Allott

  IRN JXA02223

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 19 Jul 2024)
  • CF30 Customer (24 Jul 2017 to 8 Dec 2019)
• James Andrew Paul

  IRN JAP01200

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 22 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 22 Jan 2025)
• Jamie Jones-Green

  IRN JXJ67696

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 11 Jun 2025)
  • [FCA CF] Functions requiring qualifications (since 11 Jun 2025)
• John Daniels

  IRN JXD02116

  • CF30 Customer (26 Aug 2014 to 30 Sep 2019)
• Jonathan Czopczyc

  IRN JXC00951

  • [FCA CF] Functions requiring qualifications (24 Apr 2025 to 16 Aug 2025)
  • [FCA CF] Client dealing (24 Apr 2025 to 16 Aug 2025)
• Jonathan Mark Terry

  IRN JMT01222

  • SMF3 Executive Director (9 Dec 2019 to 6 Mar 2020)
  • SMF16 Compliance Oversight (9 Dec 2019 to 10 Mar 2020)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 10 Mar 2020)
  • CF10 Compliance Oversight (5 Feb 2019 to 8 Dec 2019)
  • CF1 Director (2 Jul 2018 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (16 Oct 2017 to 8 Dec 2019)
• Julian Wittey

  IRN JXW02192

  • CF10 Compliance Oversight (13 Oct 2017 to 22 Jan 2019)
• Julie Darlington

  IRN JXD01873

  • SMF16 Compliance Oversight (20 Feb 2023 to 14 Nov 2023)
  • SMF17 Money Laundering Reporting Officer (MLRO) (20 Feb 2023 to 14 Nov 2023)
• Julie Diane Dawes

  IRN JDD01090

  • CF30 Customer (25 Jun 2015 to 13 Apr 2018)
• Kashif Hussain

  IRN KXH78945

  • CF30 Customer (11 Mar 2024 to 16 Dec 2024)

• Tenet & You Limited (no longer appointed)

  FRN 455280 · Appointed 4 Jun 2024 · Until 12 Feb 2025

• Immediate Media Company London Limited (no longer appointed)

  FRN 616930 · Appointed 24 Jul 2019 · Until 21 May 2020

• Clicks Co (no longer appointed)

  FRN 733957 · Appointed 26 Jan 2016 · Until 24 May 2019

No changes recorded yet.