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.

Victoria Hopkins
IRN VXH00129
- [FCA CF] Material risk taker (since 1 Jan 2026)
Walter Stanley Berman
IRN WSB01016
- CF2 Non Executive Director (5 Aug 2010 to 8 Dec 2019)
Wiliam James Elliott
IRN WXE00026
- [FCA CF] Material risk taker (since 6 Jun 2022)
William David Lowndes
IRN WDL01004
- CF15 Internal Audit (28 Jan 2003 to 24 Apr 2006)
- CF14 Risk Assessment (28 Jan 2003 to 31 Dec 2004)
- CF10 Compliance Oversight (1 Dec 2001 to 21 Apr 2006)
- CF11 Money Laundering Reporting (1 Dec 2001 to 6 Jul 2006)
- CF1 Director (1 Dec 2001 to 12 Jun 2006)
William Frederick Truscott
IRN WFT01001
- CF2 Non Executive Director (23 Jun 2010 to 8 Dec 2019)
William Turner
IRN TXW01490
- CF2 Non Executive Director (25 Aug 2016 to 8 Dec 2019)

Smaller firms operating under this firm's FCA authorisation.

Acorn Solutions Ltd (no longer appointed)
FRN 207022 · Appointed 26 Jul 2001 · Until 1 Dec 2001
Merlin (Thornaby) Financial Services (no longer appointed)
FRN 196225 · Appointed 26 Jul 2001 · Until 10 Feb 2003
JRJ Financial Management Ltd (no longer appointed)
FRN 207023 · Appointed 26 Jul 2001 · Until 1 Dec 2001
Donnybrook Financial Services (no longer appointed)
FRN 207028 · Appointed 26 Jul 2001 · Until 10 Feb 2004
Keystone Financial Management (no longer appointed)
FRN 196221 · Appointed 26 Jul 2001 · Until 23 Sep 2002
Asset Assured Financial Services Ltd (no longer appointed)
FRN 196223 · Appointed 26 Jul 2001 · Until 14 May 2002
Invest Assured Limited (no longer appointed)
FRN 207034 · Appointed 26 Jul 2001 · Until 1 Dec 2001
B.Connolly Estate Agents (no longer appointed)
FRN 207036 · Appointed 26 Jul 2001 · Until 5 May 2004
Lewis Wadsworth (no longer appointed)
FRN 207033 · Appointed 26 Jul 2001 · Until 10 Jan 2003
M.D. Life & Pensions Ltd (no longer appointed)
FRN 207027 · Appointed 26 Jul 2001 · 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.