Date authorised
1 April 2013
Companies House
00750484
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2 Des Roches square
    Witney
    Oxfordshire
    OX28 4LE
    UNITED KINGDOM
    Phone
    +441993893311
  • Complaints Contact

    2 Des Roches Square
    Witney
    Oxfordshire
    OX28 4LE
    UNITED KINGDOM
    Phone
    +441993893311

What this firm is allowed to do

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

  • P2P Lending Advice

    For Commercial, Retail (Non-Investment Insurance)

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.
  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Francois-Xavier Bernard Boisseau

    IRN FXB01088

    • SMF13 Chair of the Nominations Committee (since 13 Feb 2026)
    • SMF9 Chair of the Governing Body (since 1 Jan 2025)
  • Hayley Avis

    IRN HXA00063

    • [FCA CF] Significant management (since 27 Feb 2024)
  • Ian Bruce Owen

    IRN IBO01001

    • CF2 Non Executive Director (26 Jan 2010 to 8 Jul 2015)
  • Ian George Donald

    IRN IGD00004

    • CF29 Significant management (1 Nov 2007 to 18 Apr 2008)
    • CF17 Significant Mgt (Other Business Operations) (14 Jan 2005 to 31 Oct 2007)
    • CF1 Director (14 Jan 2005 to 18 Apr 2008)
    • Responsible for Insurance Mediation (14 Jan 2005 to 18 Apr 2008)
  • Jackie Basham

    IRN JXB02095

    • [FCA CF] Significant management (since 11 Jul 2022)
  • Jacqueline Marie Biddle

    IRN JMB01549

    • SMF3 Executive Director (9 Dec 2019 to 22 Aug 2022)
    • CF1 Director (1 Feb 2018 to 8 Dec 2019)
  • Jaimie Hanley

    IRN JXH02806

    • [FCA CF] Significant management (since 30 May 2023)
  • James Maxwell Carruthers

    IRN JMC01118

    • Director of firm who is not a certification employee or a SMF manager (4 Jul 2022 to 14 Nov 2022)
    • SMF9 Chair of the Governing Body (9 Dec 2019 to 1 Jul 2022)
    • CF2 Non Executive Director (1 Dec 2015 to 8 Dec 2019)
  • Jeff Frederick Pellett

    IRN JXP00256

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Jennifer Jane Clements

    IRN JXC01344

    • [FCA CF] Significant management (since 5 Mar 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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