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

• Sally-Anne Vickers

  IRN SXV00004

  • CF30 Customer (1 Nov 2007 to 5 May 2009)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Simon Jones

  IRN SXJ56807

  • [FCA CF] Significant management (1 Jan 2022 to 9 Apr 2024)
• Stephen Paul Andrew Knight

  IRN SAK01020

  • [FCA CF] Significant management (23 Apr 2025 to 31 Dec 2025)
  • SMF24 Chief Operations (18 Mar 2024 to 23 Apr 2025)
• Stephen Terence Mohan

  IRN STM01036

  • [FCA CF] Significant management (9 Dec 2019 to 13 Oct 2020)
• Stephen Wynne-Jones

  IRN SXW00629

  • [FCA CF] Significant management (since 1 Jul 2022)
• Steven King

  IRN SXK01009

  • [FCA CF] Significant management (since 12 Sep 2025)
• Stuart James Geard

  IRN SJG01233

  • [FCA CF] Significant management (1 Jan 2022 to 12 Sep 2022)
  • [FCA CF] Manager of certification employee (1 Jan 2022 to 12 Sep 2022)
• Timothy Charles Sargisson

  IRN TCS01028

  • CF30 Customer (1 Nov 2007 to 22 Jul 2009)
  • CF3 Chief Executive (7 Feb 2006 to 21 Mar 2013)
  • CF10 Compliance Oversight (21 Apr 2004 to 22 Jun 2004)
  • CF11 Money Laundering Reporting (21 Apr 2004 to 22 Jun 2004)
  • CF24 Pension Transfer Specialist (16 Jul 2002 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 21 Mar 2013)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
• Valerie Rogerson

  IRN VXR00029

  • [FCA CF] Significant management (8 Feb 2022 to 26 Jun 2023)
• Victor Bernard Buhler

  IRN VBB00001

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

No changes recorded yet.