The IPS Partnership Limited

• Principal Place of Business

  Suite B & C

  First Floor

  Milford House

  43 - 55, Milford Street

  Salisbury

  Wiltshire

  SP1 2BP

  UNITED KINGDOM

  Phone

  +4403455212414

  Web

  https://www.jameshay.co.uk

• Complaints Contact

  Suite B & C

  First Floor

  Milford House

  43 - 55, Milford Street

  Salisbury

  Wiltshire

  SP1 2BP

  UNITED KINGDOM

  Phone

  +4403455212414

• 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 Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

  Show 2 limitations 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.
  • · Limited to personal pensions

• Trades With You Directly

  For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

  Show 2 limitations Hide limitations

  • · In respect of the firm's Personal pension scheme business, the firm is limited to carrying on this activity in the rights under the personal pension scheme(s) that it operates
  • · Limited to personal pensions

• Runs Personal Pensions

  For Personal pension scheme

• Investment Setup

  For Professional, Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

  Show 2 limitations 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.
  • · Limited to personal pensions

• Richard Anthony Warner

  IRN RAW01204

  • [FCA CF] Significant management (13 Jul 2024 to 17 Feb 2025)
  • SMF24 Chief Operations (9 Mar 2022 to 12 Jul 2024)
  • [FCA CF] Manager of certification employee (1 Jul 2021 to 9 Mar 2022)
• Richard Charles Thomas Hoad

  IRN RXH00581

  • [FCA CF] Significant management (since 9 Nov 2022)
• Richard Damer Maspero

  IRN RXM00278

  • [FCA CF] Significant management (21 Sep 2022 to 9 Jun 2023)
• Richard Hoskins

  IRN RXM00246

  • SMF14 Senior Independent Director (since 27 Mar 2025)
  • SMF11 Chair of the Audit Committee (since 2 Dec 2022)
• Richard Mark Valentine

  IRN RMV01018

  • CF10a CASS Oversight function (1 Oct 2011 to 16 Jan 2015)
  • CF1 Director (15 Sep 2008 to 16 Jan 2015)
• Richard Thomas Mattison

  IRN RTM00014

  • CF30 Customer (1 Nov 2007 to 22 Jul 2009)
  • CF1 Director (10 Jan 2005 to 16 Sep 2011)
  • CF24 Pension Transfer Specialist (18 Jul 2002 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Roberto Rivera

  IRN RXR00012

  • CF1 Director (1 Dec 2001 to 13 Jan 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 13 Jan 2003)
• Robin Ashley Phipps

  IRN RAP01091

  • CF2 Non Executive Director (4 Dec 2012 to 26 Apr 2017)
• Ross Allan

  IRN RXA77433

  • SMF24 Chief Operations (since 14 Apr 2025)
• Rupert Morris Curtis

  IRN RMC01131

  • CF1 Director (14 Mar 2008 to 17 Jun 2008)

No changes recorded yet.