Date authorised
1 April 2013
Companies House
05082608
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Alexander Bonhill
    20 Red Lion Street
    London
    WC1R 4PS
    UNITED KINGDOM
    Phone
    +4401582400411
  • Complaints Contact

    20 Red Lion Street
    London
    WC1R 4PS
    UNITED KINGDOM
    Phone
    +4401582400411

What this firm is allowed to do

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

  • Investment Advice (no pensions)

    For Commercial, 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, Non-investment insurance contracts

  • Insurance Admin

    For Commercial, Non-investment insurance contracts

  • Stockbroking

    For Commercial, Non-investment insurance contracts

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Lisa Jane Fantom

    IRN LXF00207

    • CF1 Director (AR) (since 11 Jun 2025)
  • Margaret Kale

    IRN MXK00602

    • [FCA CF] Significant management (29 Nov 2022 to 28 Nov 2025)
  • Michael Stuart Moore

    IRN MSM01085

    • CF1 Director (AR) (since 4 Mar 2024)
  • Neil Stewart Walton

    IRN NSW01029

    • Responsible for Insurance Distribution (11 May 2023 to 8 Nov 2023)
    • Director of firm who is not a certification employee or a SMF manager (31 Oct 2022 to 7 Nov 2023)
    • SMF3 Executive Director (9 Dec 2019 to 31 Oct 2022)
    • [FCA CF] Significant management (9 Dec 2019 to 7 Nov 2023)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • Parimal Patel

    IRN PXP00393

    • Director of firm who is not a certification employee or a SMF manager (since 16 Dec 2024)
  • Richard Gwynne Smith

    IRN RGS01095

    • CF1 Director (14 Jan 2005 to 19 Apr 2006)
  • Robert Plumb

    IRN RXP01522

    • SMF3 Executive Director (9 Dec 2019 to 11 Feb 2020)
    • CF1 Director (24 May 2006 to 8 Dec 2019)

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.