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.

  • Mark Edward Selby

    IRN MES01102

    • Responsible for Insurance Mediation (12 Mar 2014 to 6 Oct 2015)
    • CF29 Significant management (12 Mar 2014 to 6 Oct 2015)
    • CF1 Director (7 Nov 2013 to 6 Oct 2015)
  • Mark John Daines

    IRN MJD01435

    • SMF18 Other Overall Responsibility (since 23 May 2023)
  • Mathew James Howard

    IRN MXH01172

    • [FCA CF] Significant management (since 6 Mar 2024)
  • Matthew Crisp

    IRN MXC00288

    • SMF3 Executive Director (since 24 Jun 2025)
    • SMF24 Chief Operations (since 24 Jun 2025)
  • Michael Dalby

    IRN MXD01643

    • SMF1 Chief Executive (since 14 Nov 2025)
    • Responsible for Insurance Distribution (since 14 Nov 2025)
  • Michael David Simon Edgeley

    IRN MDE01061

    • SMF24 Chief Operations (9 Dec 2019 to 5 May 2020)
    • SMF3 Executive Director (9 Dec 2019 to 5 May 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 5 May 2020)
    • Responsible for Insurance Distribution (28 Oct 2019 to 5 May 2020)
    • CF1 Director (1 Dec 2015 to 8 Dec 2019)
  • Michael James Foord

    IRN MXF00133

    • [FCA CF] Significant management (since 9 Dec 2019)
  • Oliver Barton

    IRN OXB00038

    • [FCA CF] Significant management (since 19 Feb 2024)
  • Paul Alan Blanchard

    IRN PAB00140

    • SMF24 Chief Operations (since 26 Jun 2025)
    • SMF7 Group Entity Senior Manager (3 Aug 2020 to 26 Jun 2025)
  • Paul John Beane

    IRN PJB01451

    • CF29 Significant management (16 May 2008 to 30 Sep 2011)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.