Threadneedle Portfolio Services Limited

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Senior staff personally approved by the FCA to hold their roles here.

Leigh James Harrison
IRN LJH01045
- CF29 Significant management (2 Feb 2011 to 30 Jun 2016)
Leslie John Hart
IRN LJH01078
- CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 20 Feb 2006)
Luke Anthony Saunders
IRN LXS00342
- [FCA CF] Significant management (since 24 Dec 2021)
- [FCA CF] Material risk taker (since 24 Dec 2021)
MINESH GHEDIA
IRN MXG02166
- [FCA CF] Material risk taker (since 1 Jan 2026)
Madeline Forrester
IRN MXF01105
- Responsible for Insurance Mediation (6 May 2008 to 12 Aug 2011)
- CF29 Significant management (2 May 2008 to 12 Aug 2011)
Malcolm Hugh David Kemp
IRN MHK01010
- CF27 Investment Management (1 Dec 2001 to 26 Oct 2007)
Marie-Jeanne Chevremont-Lorenzini
IRN MXC02235
- CF2 Non Executive Director (26 Mar 2010 to 8 Dec 2019)
Mark Alexander Whiting
IRN MXW00767
- [FCA CF] Material risk taker (since 1 Apr 2023)
Mark Andrew Burgess
IRN MAB01212
- CF30 Customer (23 May 2011 to 28 Sep 2019)
- CF29 Significant management (1 Mar 2011 to 28 Sep 2019)
Matthew Selley
IRN MXS21065
- [FCA CF] Material risk taker (9 Dec 2019 to 25 Jun 2021)

Smaller firms operating under this firm's FCA authorisation.

Midland Financial Planning Limited (no longer appointed)
FRN 200978 · Appointed 8 Oct 1996 · Until 1 Dec 2001
Tom Evans Associates (no longer appointed)
FRN 201957 · Appointed 17 Sep 1996 · Until 3 Sep 2004
KS Financial Services (no longer appointed)
FRN 193186 · Appointed 24 May 1996 · Until 7 Nov 2003
Parkway Financial Services (no longer appointed)
FRN 200869 · Appointed 15 Jan 1996 · Until 1 Dec 2001
Cliftonhill Financial Services (no longer appointed)
FRN 200880 · Appointed 19 Dec 1995 · Until 1 Dec 2001
Stephen Burns & Co (no longer appointed)
FRN 181926 · Appointed 1 Nov 1995 · Until 26 May 2004
Loveitts Financial Services Limited (no longer appointed)
FRN 176296 · Appointed 16 Mar 1995 · Until 1 Dec 2001
Ashley Jones and Partners (no longer appointed)
FRN 176707 · Appointed 16 Nov 1994 · Until 23 Sep 2002
John Mitchell Associates (no longer appointed)
FRN 201950 · Appointed 19 Jul 1994 · Until 28 Jul 2004
Centrad Limited (no longer appointed)
FRN 179402 · Appointed 1 May 1994 · Until 1 Dec 2001

Updates to this firm's record on the FCA register.

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.