Page Russell Ltd

Date authorised
1 April 2013
Companies House
03721291
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Eagle House
    Sudbury Road
    Great Welnetham
    Bury St. Edmunds
    Suffolk
    IP30 0UN
    UNITED KINGDOM
    Phone
    +4403453456282
    Web
    https://pagerussell.co.uk

  • Complaints Contact

    Eagle House
    Sudbury Road
    Great Welnetham
    Bury St. Edmunds
    Suffolk
    IP30 0UN
    UNITED KINGDOM
    Phone
    +4403453456282

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, Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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 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, 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 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.

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • 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, 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.

  • Alison Charlotte Page

    IRN ACP01144

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 30 Jun 2023)
    • CF2 Non Executive Director (6 Apr 2012 to 8 Dec 2019)
  • Anne Page

    IRN AXP02101

    • Director of firm who is not a certification employee or a SMF manager (since 9 Dec 2019)
    • CF2 Non Executive Director (6 Apr 2012 to 8 Dec 2019)
  • Eileen Rose Page

    IRN ERP00001

    • SMF3 Executive Director (9 Dec 2019 to 9 Jul 2021)
    • CF1 Director (12 Oct 2004 to 8 Dec 2019)
  • Richard Thomas Page

    IRN RTP00004

    • SMF3 Executive Director (9 Dec 2019 to 9 Jul 2021)
    • CF30 Customer (1 Nov 2007 to 31 May 2014)
    • CF8 Apportionment and Oversight (12 Oct 2004 to 31 Oct 2007)
    • CF21 Investment Adviser (12 Oct 2004 to 31 Oct 2007)
    • CF1 Director (12 Oct 2004 to 8 Dec 2019)
  • Stephen Page

    IRN STP00002

    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • SMF3 Executive Director (9 Dec 2019 to 4 Sep 2023)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2023)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 30 Jun 2023)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (12 Oct 2004 to 31 Oct 2007)
    • CF1 Director (12 Oct 2004 to 8 Dec 2019)
  • Timothy Page

    IRN TRP00015

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
    • [FCA CF] Significant management (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF21 Investment Adviser (12 Oct 2004 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (12 Oct 2004 to 31 Oct 2007)
    • CF1 Director (12 Oct 2004 to 8 Dec 2019)
    • CF10 Compliance Oversight (12 Oct 2004 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (12 Oct 2004 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.