Phoenix Group Management Services Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
10 BrindleyplaceBirminghamB1 2JBUNITED KINGDOM- Phone
- +442035679100
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Complaints Contact
10 BrindleyplaceBirminghamB1 2JBUNITED KINGDOM- Phone
- +4402045596005
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Mortgage Servicing
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Structured Deposits, Unit
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- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
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Insurance Admin
For Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts
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Stockbroking
For Professional, Retail (Investment), Certificates representing certain security, Commodity Future, Commodity option and option on commodity future, Contract for Differences (excluding a spread bet and, a rolling spot forex contract and a binary bet), Debenture, Future (excluding a commodity future and a rolling spot forex contract), Government and public security, Life Policy, Option (excluding a commodity option and an option on a commodity future), Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Spread Bet, Stakeholder pension scheme, 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.
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Debt Collection
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Consumer Hire
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Mortgage Lending
For Customer, Regulated mortgage contract
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Consumer Loans
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Consumer Hire Servicing
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Loan Servicing
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Investment Setup
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Structured Deposits, Unit
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Bernard Andrew Curran
IRN CXB01878
- SMF7 Group Entity Senior Manager (2 Mar 2021 to 14 Jun 2021)
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Bernard George Brown
IRN BGB01014
- CF1 Director (4 Jan 2005 to 19 Jan 2005)
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Bob Seaman
IRN RBS01054
- SMF1 Chief Executive (10 Mar 2020 to 30 Jun 2023)
- CF1 Director (23 Feb 2017 to 8 Dec 2019)
- CF29 Significant management (1 Nov 2007 to 23 Feb 2017)
- CF17 Significant Mgt (Other Business Operations) (21 Mar 2007 to 31 Oct 2007)
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Brendan Joseph Meehan
IRN BJM01084
- Responsible for Insurance Mediation (6 Sep 2005 to 3 Apr 2007)
- CF8 Apportionment and Oversight (30 Aug 2005 to 3 Apr 2007)
- CF3 Chief Executive (30 Aug 2005 to 3 Apr 2007)
- CF1 Director (30 Aug 2005 to 3 Apr 2007)
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Brid Meaney
IRN BXM00144
- [FCA CF] Manager of certification employee (2 Oct 2023 to 28 Jan 2026)
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Bruce Forbes
IRN BXF01131
- CF17 Significant Mgt (Other Business Operations) (17 Oct 2006 to 31 Jul 2007)
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Charanjit Samrai
IRN CXS26387
- [FCA CF] Significant management (1 Sep 2021 to 8 Oct 2025)
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Charles Christopher Gooding Clarke
IRN CCC01053
- CF2 Non Executive Director (21 Jan 2010 to 24 Oct 2013)
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Charles Martin Garthwaite
IRN CMG01073
- CF28 Systems and controls (1 Nov 2007 to 31 Jul 2008)
- CF11 Money Laundering Reporting (4 Apr 2007 to 31 Jul 2008)
- CF15 Internal Audit (17 May 2006 to 31 Oct 2007)
- CF10 Compliance Oversight (17 May 2006 to 31 Jul 2008)
- CF14 Risk Assessment (4 Jan 2005 to 17 Feb 2005)
- CF17 Significant Mgt (Other Business Operations) (4 Jan 2005 to 16 Sep 2005)
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Christopher Edwards
IRN CXE00193
- [FCA CF] Significant management (since 8 Nov 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.