The Premier Partnership Limited
Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
The Premier Partnership Ltd, Unit 5Pebble CloseTamworthStaffordshireB77 4RDUNITED KINGDOM- Phone
- +4401283711222
-
Complaints Contact
The Premier Partnership Ltd, Unit 5Pebble CloseTamworthStaffordshireB77 4RDUNITED KINGDOM- Phone
- +4401283711222
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
-
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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
-
Steve Chapman
IRN SXC00081
- CF21 Investment Adviser (15 May 2003 to 1 Jul 2003)
-
Stuart Orridge
IRN SJO01079
- 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)
- [FCA CF] Functions requiring qualifications (since 1 Nov 2023)
- [FCA CF] Client dealing (since 1 Sep 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Source Wealth Management Limited (no longer appointed)
FRN 490767 · Appointed 28 Oct 2008 · Until 1 Oct 2010
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.