The Premier Partnership Limited

• Principal Place of Business

  The Premier Partnership Ltd, Unit 5

  Pebble Close

  Tamworth

  Staffordshire

  B77 4RD

  UNITED KINGDOM

  Phone

  +4401283711222

  Web

  https://www.premierpartnership.co.uk

• Complaints Contact

  The Premier Partnership Ltd, Unit 5

  Pebble Close

  Tamworth

  Staffordshire

  B77 4RD

  UNITED KINGDOM

  Phone

  +4401283711222

• 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

  Show 1 limitation Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• Investment Advice (no pensions)

  For Commercial, Professional, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Professional, Retail (Investment)

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Credit Brokering

  Show 1 limitation Hide limitations

  • · Limited to credit broking that will not be used to leverage an investment.

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling which is provided in connection with investment advice or advice on any other mortgages we may provide debt counselling on
  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, 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.

• Andrew Charles Shaw

  IRN ACS00062

  • CF2 Non Executive Director (8 May 2002 to 31 Dec 2002)
• Andrew John Grynyer Harvey

  IRN AJH01348

  • SMF3 Executive Director (9 Dec 2019 to 24 Feb 2020)
  • CF1 Director (8 May 2002 to 8 Dec 2019)
• Barry Wayne

  IRN BXW00047

  • CF21 Investment Adviser (8 May 2002 to 31 Dec 2002)
• David John Ryan

  IRN DJR00033

  • CF30 Customer (8 Jan 2013 to 6 Nov 2019)
• Geoffrey Robb Hands

  IRN GRH00013

  • CF1 Director (19 Sep 2003 to 30 Jul 2004)
  • CF21 Investment Adviser (14 May 2003 to 30 Jul 2004)
• Graham William Cooper

  IRN GWC00004

  • CF30 Customer (1 Nov 2007 to 17 Jun 2008)
  • CF21 Investment Adviser (10 Nov 2005 to 31 Oct 2007)
• Ian Michael Fitzpatrick

  IRN IXF00056

  • [FCA CF] Functions requiring qualifications (1 Dec 2023 to 1 Jan 2025)
• Jagdev Singh Sahota

  IRN JXS01812

  • CF30 Customer (20 Nov 2007 to 20 Jun 2008)
• Julie Valerie Dunn

  IRN JVD01014

  • CF30 Customer (1 Jan 2009 to 31 Dec 2011)
• Kerry Ann Arnold-Herrick

  IRN KXA00025

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 12 Jun 2017)
  • CF1 Director (8 May 2002 to 8 Dec 2019)
  • CF10 Compliance Oversight (8 May 2002 to 8 Dec 2019)

• Source Wealth Management Limited (no longer appointed)

  FRN 490767 · Appointed 28 Oct 2008 · Until 1 Oct 2010

No changes recorded yet.