Standard Life Financial Advice Services Limited

• Principal Place of Business

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +448009179098

  Web

  https://www.standardlife.co.uk/financial-advice

• Complaints Contact

  10 Brindleyplace

  Birmingham

  B1 2JB

  UNITED KINGDOM

  Phone

  +442045596005

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.
  • · 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), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, 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.

• 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 Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, 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.

• Investment Setup

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, 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.

• David Robert John Paterson

  IRN DRP01132

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 16 Sep 2025)
  • [FCA CF] Client dealing (since 16 Sep 2025)
• Elizabeth Fleming

  IRN EXF56184

  • [FCA CF] Significant management (since 30 Sep 2025)
• Gemma Jordan

  IRN GXJ01216

  • [FCA CF] Client dealing (since 30 Sep 2025)
• Gillian Bellshaw

  IRN GXB00391

  • [FCA CF] Significant management (since 30 Sep 2025)
• Harriet Gorbeck

  IRN HXG00227

  • [FCA CF] Significant management (since 30 Sep 2025)
• Heather McLaughlin

  IRN HXM01785

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 24 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 24 Feb 2026)
• Heena Pravin Brown

  IRN HXB00380

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 16 Sep 2025)
  • [FCA CF] Client dealing (since 16 Sep 2025)
• Jacqueline Dorothy Mary Noakes

  IRN JDN01039

  • [FCA CF] Manager of certification employee (since 30 Sep 2025)
• James Fyfe Saddler

  IRN JXS04273

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 16 Sep 2025)
  • [FCA CF] Client dealing (since 16 Sep 2025)
• Jeni Pearson

  IRN JXP00678

  • SMF3 Executive Director (since 8 Aug 2025)

No changes recorded yet.