The Cosgrove Partnership LLP

• Principal Place of Business

  314 Midsummer Boulevard

  Milton Keynes

  MK9 2UB

  UNITED KINGDOM

  Phone

  +4403300432609

  Web

  https://www.cosgrovepartnership.com

• Complaints Contact

  314 Midsummer Boulevard

  Milton Keynes

  MK9 2UB

  UNITED KINGDOM

  Phone

  +4403300432609

• P2P Lending Advice

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For 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

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  • · 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, 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

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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, 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.

• Investment Setup

  For Commercial, 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.

• Benjamin Alan Lancaster

  IRN BAL01045

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF27 Partner (since 7 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 26 Jun 2024)
  • [FCA CF] Client dealing (since 25 Jun 2024)
• Christopher Richard Ireland

  IRN CRI00001

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
• Gary John Cooke

  IRN GJC00037

  • 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] Significant management (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
• Graham George Russell

  IRN GGR00001

  • 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
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsible for Insurance Mediation (8 Oct 2015 to 30 Sep 2018)
  • CF10 Compliance Oversight (17 Jun 2015 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (17 Jun 2015 to 8 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
• Jason David Somers

  IRN JXS00009

  • CF30 Customer (1 Apr 2014 to 29 Mar 2019)
• John Charles Marriott

  IRN JCM00028

  • CF10 Compliance Oversight (1 Apr 2014 to 9 Sep 2015)
  • CF11 Money Laundering Reporting (1 Apr 2014 to 9 Sep 2015)
  • CF4 Partner (1 Apr 2014 to 31 Mar 2016)
  • Responsible for Insurance Mediation (1 Apr 2014 to 8 Oct 2015)
• Jonathan Alan Lancaster

  IRN JAL00013

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Aug 2025)
  • [FCA CF] Significant management (9 Dec 2019 to 13 Aug 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Aug 2025)
  • SMF27 Partner (9 Dec 2019 to 14 Aug 2025)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)
• Matthew John Brooks

  IRN MJB00107

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • SMF27 Partner (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Significant management (9 Dec 2019 to 14 Aug 2024)
  • CF30 Customer (1 Apr 2014 to 8 Dec 2019)
  • CF4 Partner (1 Apr 2014 to 8 Dec 2019)

No changes recorded yet.