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.

MLM Financial Ltd (no longer appointed)
FRN 207030 · Appointed 26 Jul 2001 · Until 1 Dec 2001
Kew Gardens Financial Services Limited (no longer appointed)
FRN 206284 · Appointed 20 Jul 2001 · Until 1 Dec 2001
Kingsfold Financial Consultancy (no longer appointed)
FRN 206282 · Appointed 20 Jul 2001 · Until 1 Dec 2001
The Willis Partnership (no longer appointed)
FRN 206285 · Appointed 20 Jul 2001 · Until 1 Dec 2001
David Martin Brumfitt & Wenby Lesley Brumfitt (no longer appointed)
FRN 206286 · Appointed 20 Jul 2001 · Until 28 Jul 2004
C. A. Financial Management (no longer appointed)
FRN 207037 · Appointed 16 Jul 2001 · Until 1 Dec 2001
Richmond House Financial Services (no longer appointed)
FRN 206270 · Appointed 10 Jul 2001 · Until 1 Dec 2001
The Paragon Financial Partnership (no longer appointed)
FRN 206269 · Appointed 10 Jul 2001 · Until 5 Dec 2003
Financial Solutions (Ayrshire) (no longer appointed)
FRN 196118 · Appointed 10 Jul 2001 · Until 26 May 2004
Brookworth Financial Solutions (West) (no longer appointed)
FRN 196117 · Appointed 10 Jul 2001 · Until 29 Sep 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.