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

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  • · 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

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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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  For Professional, Retail (Investment)

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  • · 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

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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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Credit Brokering

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

• Debt Advice

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  • · 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

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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.

• Michael Barns Taylor

  IRN MBT00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2023)
  • CF30 Customer (9 Jan 2015 to 8 Dec 2019)
• Muhammed Khan

  IRN MXK02709

  • [FCA CF] Functions requiring qualifications (1 Oct 2025 to 31 Dec 2025)
  • [FCA CF] Client dealing (1 Feb 2023 to 1 Oct 2025)
• Nigel Anthony Herrick

  IRN NAH00008

  • 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)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [PRA CF] Key function holder (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • [FCA CF] Significant management (9 Dec 2019 to 10 Dec 2019)
  • SMF1 Chief Executive (9 Dec 2019 to 8 Nov 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF3 Chief Executive (16 Dec 2002 to 8 Dec 2019)
  • CF1 Director (8 May 2002 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (8 May 2002 to 8 Dec 2019)
  • CF21 Investment Adviser (8 May 2002 to 31 Oct 2007)
  • CF8 Apportionment and Oversight (8 May 2002 to 31 Mar 2009)
• Patricia Anne Simpson

  IRN PAS00044

  • CF21 Investment Adviser (8 May 2002 to 5 Dec 2006)
• Rajesh Kumar-Bhardwaj

  IRN RXK01177

  • CF22 Investment Adviser (Trainee) (11 Dec 2006 to 18 Dec 2006)
• Richard James Cresswell

  IRN RJC01221

  • CF21 Investment Adviser (29 Jan 2004 to 26 Jul 2004)
  • CF22 Investment Adviser (Trainee) (3 Nov 2003 to 29 Jan 2004)
• Rita Verma

  IRN RXS01837

  • CF30 Customer (16 Nov 2007 to 25 Jul 2008)
• Robert Brian Arnold

  IRN RXA00067

  • CF30 Customer (1 Jan 2009 to 1 Oct 2010)
• Roy Pickering

  IRN RXP00032

  • CF30 Customer (1 Nov 2007 to 13 Dec 2013)
  • CF1 Director (8 May 2002 to 13 Dec 2013)
  • CF21 Investment Adviser (8 May 2002 to 31 Oct 2007)
• Stephen Talboys

  IRN SXT01158

  • CF21 Investment Adviser (9 Jun 2003 to 6 Oct 2003)
  • CF22 Investment Adviser (Trainee) (4 Oct 2002 to 9 Jun 2003)

• Source Wealth Management Limited (no longer appointed)

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

No changes recorded yet.