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

• Julie Mary Baxter

  IRN JXB00955

  • [FCA CF] Significant management (24 Sep 2025 to 27 Feb 2026)
• Justin James Edwin Purkis

  IRN JJP01097

  • CF28 Systems and controls (4 Feb 2015 to 28 Feb 2019)
• Kathryn Elizabeth Purves

  IRN KXP01420

  • SMF14 Senior Independent Director (25 Oct 2022 to 7 Jun 2024)
  • SMF10 Chair of the Risk Committee (10 Jun 2022 to 7 Jun 2024)
  • Director of firm who is not a certification employee or a SMF manager (1 Jan 2020 to 10 Jun 2022)
  • CF2 Non Executive Director (14 Feb 2017 to 8 Dec 2019)
• Keith Dignam

  IRN KXD01399

  • CF2 Non Executive Director (10 Sep 2014 to 13 Sep 2019)
• Laura Lee Green

  IRN LXM37710

  • [FCA CF] Significant management (since 26 Jun 2023)
• Louis Petherick

  IRN LXP01287

  • SMF4 Chief Risk (since 1 Aug 2025)
  • SMF16 Compliance Oversight (since 1 Aug 2025)
• Louisa Barbara Mary King

  IRN LBE00004

  • SMF16 Compliance Oversight (9 Dec 2019 to 1 Nov 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 1 Nov 2021)
  • CF11 Money Laundering Reporting (14 May 2019 to 8 Dec 2019)
  • CF10 Compliance Oversight (14 May 2019 to 8 Dec 2019)
• Mark Alexander Bogard

  IRN MAB00031

  • CF1 Director (30 Nov 2004 to 6 May 2011)
• Mark George Bourke

  IRN MGB01087

  • CF1 Director (28 Nov 2011 to 25 Apr 2014)
• Mark Patrick Hastings

  IRN MPH01115

  • [FCA CF] Significant management (10 Apr 2023 to 9 Feb 2024)

No changes recorded yet.