Date authorised
1 April 2013
Companies House
SC394519
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Aegon
    1 - 3 Lochside Crescent
    Edinburgh Park
    Edinburgh
    EH12 9SE
    UNITED KINGDOM
    Phone
    +443456081680
  • Complaints Contact

    Aegon
    1 - 3 Lochside Crescent
    Edinburgh Park
    Edinburgh
    EH12 9SE
    UNITED KINGDOM
    Phone
    +443456081680

What this firm is allowed to do

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

  • Authorised to Operate

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

    For Professional, Retail (Investment), Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Arranges Asset Safekeeping

    For Professional, Retail (Investment), Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Stockbroking

    For Professional, Retail (Investment), Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Investment Setup

    For Professional, Retail (Investment), Debenture, Government and public security, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
  • Holds Your Assets

    For Professional, Retail (Investment), Certificates representing certain security, Government and public security, Rights to or interests in investments (Security), Share, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

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

  • Jonathan Robertson

    IRN JXR81709

    • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Jonathan Self

    IRN JXS04314

    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 3 Nov 2025)
  • Jordan James Dardis

    IRN JXD00758

    • [FCA CF] Functions requiring qualifications (5 Jun 2023 to 20 Jan 2025)
  • Julia Kirsten Griffiths

    IRN JXS81710

    • 16. Safeguarding and administering investments or holding client money
    • 17. Administrative functions in relation to managing investments
    • [FCA CF] Functions requiring qualifications (since 23 Oct 2022)
  • Julie Coyle

    IRN JXC81711

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 May 2021)
  • Julie Diana Porter

    IRN JXP00820

    • [FCA CF] Functions requiring qualifications (3 Jul 2023 to 30 Apr 2024)
  • June Fletcher

    IRN JXF81712

    • [FCA CF] Functions requiring qualifications (20 Jun 2022 to 5 Dec 2022)
  • Justin Scott Fletcher

    IRN JXF00695

    • 18. Administrative functions in relation to effecting or carrying out contracts of insurance which are life policies
    • 19. Administrative functions in relation to the operation of stakeholder pension schemes
    • [FCA CF] Functions requiring qualifications (since 16 Jun 2025)
  • Kara Louise Engall

    IRN KXE81713

    • 17. Administrative functions in relation to managing investments
    • 16. Safeguarding and administering investments or holding client money
    • [FCA CF] Functions requiring qualifications (since 21 Jul 2023)
  • Karen Gunn

    IRN KXG81714

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 11 Aug 2021)

Recent activity

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

No changes recorded yet.