Savills Investment Management LLP

• Principal Place of Business

  33 Margaret Street

  London

  W1G 0JD

  UNITED KINGDOM

  Phone

  +442074998644

  Web

  https://www.savillsim.com

• Complaints Contact

  33 Margaret Street

  London

  W1G 0JD

  UNITED KINGDOM

  Phone

  +442074998644

• Investment Advice (no pensions)

  For Commercial, Eligible Counterparty, Professional, Certificates representing certain security, 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, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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 Eligible Counterparty, Professional, Certificates representing certain security, 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, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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.

• Insurance Admin

  For Commercial, Non-investment insurance contracts

• Stockbroking

  For Eligible Counterparty, Professional, Certificates representing certain security, 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, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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 Setup

  For Commercial, Eligible Counterparty, Professional, Retail (Investment), Certificates representing certain security, 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, Non-investment insurance contracts, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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.

• Manages Your Portfolio

  For Professional, Certificates representing certain security, 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, Option (excluding a commodity option and an option on a commodity future), Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Rolling spot forex contract, Share, Unit, Warrant

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  • · 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.

• . Savills IM Holdings Limited

  IRN XXS01287

  • SMF27 Partner (since 9 Dec 2019)
  • CF4 Partner (3 Mar 2017 to 8 Dec 2019)
• . Savills Investments Limited

  IRN XXS01246

  • CF4 Partner (29 Sep 2014 to 7 May 2016)
• Adam Donald Alari

  IRN ADA01047

  • [FCA CF] Client dealing (26 Jul 2022 to 6 Dec 2023)
• Adrian Martin

  IRN AXM00777

  • [FCA CF] Client dealing (since 9 Dec 2019)
• Alexander Sharp

  IRN AXS05414

  • [FCA CF] Significant management (since 17 Feb 2025)
  • [FCA CF] Material risk taker (since 17 Feb 2025)
• Alexandra Sartorio

  IRN AXS01266

  • [FCA CF] Material risk taker (29 Mar 2023 to 31 Jan 2024)
  • [FCA CF] Significant management (22 Jun 2022 to 31 Jan 2024)
• Alice Finney

  IRN AXF00639

  • [FCA CF] Material risk taker (since 29 Sep 2025)
  • [FCA CF] Significant management (since 29 Sep 2025)
• Alistair James Fraser Ennever

  IRN AJE01157

  • [FCA CF] Client dealing (9 Dec 2019 to 29 Sep 2022)
  • CF30 Customer (30 Jan 2017 to 8 Dec 2019)
• Amy Shah

  IRN AXS00749

  • [FCA CF] Material risk taker (1 Mar 2021 to 26 Sep 2025)
  • [FCA CF] Significant management (1 Mar 2021 to 26 Sep 2025)
• Andrew Clive Allen

  IRN ACA01049

  • SMF27 Partner (25 Jun 2024 to 3 Jan 2025)
  • [FCA CF] Client dealing (31 Mar 2021 to 3 Jan 2025)
  • [FCA CF] Significant management (31 Mar 2021 to 3 Jan 2025)
  • [FCA CF] Material risk taker (31 Mar 2021 to 3 Jan 2025)

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