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.

James Cielinski
IRN JRC01093
- CF29 Significant management (20 Jan 2011 to 31 Mar 2017)
James Coke
IRN JXC00519
- [FCA CF] Manager of certification employee (since 1 Apr 2025)
- [FCA CF] Material risk taker (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
James Harris
IRN JXH03381
- [FCA CF] Material risk taker (since 1 Jan 2026)
James Mark Alexander Rigg
IRN JMR01103
- [FCA CF] Material risk taker (9 Dec 2019 to 1 Apr 2025)
- [FCA CF] Significant management (9 Dec 2019 to 1 Apr 2025)
- [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Apr 2025)
- SMF3 Executive Director (9 Dec 2019 to 16 Oct 2024)
- [FCA CF] Client dealing (9 Dec 2019 to 1 Apr 2025)
- CF1 Director (6 Aug 2013 to 8 Dec 2019)
James Michael Cracchiolo
IRN JMC01199
- CF2 Non Executive Director (5 Aug 2010 to 26 Mar 2013)
Jane Philippa Louise Daniel
IRN JPD01118
- CF28 Systems and controls (16 May 2016 to 20 Jul 2017)
Jared Harris
IRN JXH00649
- [FCA CF] Material risk taker (9 Dec 2019 to 30 Jul 2021)
Jo Livermore
IRN JXL21026
- [FCA CF] Material risk taker (9 Dec 2019 to 28 Feb 2023)
Johan Peter Arne Lindqvist
IRN PJL01096
- CF16 Significant Mgt (Desgntd Investment Business) (22 Sep 2005 to 9 May 2006)
John Adrian Varcoe Grimshaw
IRN JAG01093
- CF1 Director (5 Jun 2006 to 28 Nov 2008)
- CF16 Significant Mgt (Desgntd Investment Business) (28 Nov 2002 to 1 Nov 2003)
- CF17 Significant Mgt (Other Business Operations) (1 Dec 2001 to 6 Sep 2007)

Smaller firms operating under this firm's FCA authorisation.

Explora Solutions Ltd (no longer appointed)
FRN 151621 · Appointed 1 Mar 1983 · Until 1 Dec 2001
Allan Thompson Financial Services (no longer appointed)
FRN 201638 · Appointed 20 Sep 1982 · Until 11 Jul 2003
Lee Newton Financial Services (no longer appointed)
FRN 201651 · Appointed 2 Aug 1982 · Until 1 Dec 2001
Graham W Obrey Financial Services (no longer appointed)
FRN 201648 · Appointed 31 May 1982 · Until 26 May 2004
JC&PA Gorton (no longer appointed)
FRN 201650 · Appointed 23 Feb 1982 · Until 1 Dec 2001
MC Financial Services Limited (no longer appointed)
FRN 201652 · Appointed 1 Feb 1982 · Until 26 May 2004
The Roger Hersee Partnership (no longer appointed)
FRN 201667 · Appointed 16 Mar 1981 · Until 1 Dec 2001
East Antrim Property Sales (no longer appointed)
FRN 200767 · Appointed 2 Feb 1981 · Until 1 Dec 2001
Richard John Pepall (no longer appointed)
FRN 201659 · Appointed 10 Nov 1980 · Until 1 Dec 2001
Martin Quinn Associates (no longer appointed)
FRN 158807 · Appointed 13 Oct 1980 · Until 14 Mar 2003

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.