Date authorised
1 April 2013
Companies House
03976947
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Heyford Park House
    Heyford Park
    Upper Heyford
    Oxfordshire
    OX25 5HD
    UNITED KINGDOM
    Phone
    +4401869238250
  • Complaints Contact

    Heyford Park House
    Heyford Park
    Upper Heyford
    Oxfordshire
    OX25 5HD
    UNITED KINGDOM
    Phone
    +4401869238250

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.

  • Christine Ann McKenna

    IRN CAM01263

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (10 Mar 2010 to 8 Dec 2019)
  • Deborah Susan Montanino

    IRN DXM24714

    • SMF3 Executive Director (4 Mar 2020 to 20 Aug 2020)
  • Paul Fuller

    IRN PXF00168

    • Responsible for Insurance Distribution (since 11 Mar 2022)
    • SMF17 Money Laundering Reporting Officer (MLRO) (since 11 Mar 2022)
    • SMF3 Executive Director (since 11 Mar 2022)
  • Peter Francis McKenna

    IRN PFM01039

    • SMF1 Chief Executive (9 Dec 2019 to 15 Feb 2026)
    • SMF3 Executive Director (9 Dec 2019 to 15 Feb 2026)
    • Responsible for Insurance Distribution (1 Oct 2018 to 15 Feb 2026)
    • 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)
    • CF3 Chief Executive (14 Jan 2005 to 8 Dec 2019)
  • Richard Martin Hubbard

    IRN RMH01166

    • CF1 Director (9 Mar 2010 to 31 May 2011)
    • CF29 Significant management (9 Mar 2010 to 31 May 2011)
  • Robert Peter McKenna

    IRN RPM01112

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (21 Feb 2012 to 8 Dec 2019)
  • Steven Thomas Padmore

    IRN STP01031

    • CF29 Significant management (9 Mar 2010 to 27 Jun 2011)
    • CF1 Director (9 Mar 2010 to 27 Jun 2011)
  • Talat Ahmed

    IRN TXA00182

    • SMF3 Executive Director (since 25 Aug 2022)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Robert McKenna (no longer appointed)

    FRN 405919 · Appointed 14 Jan 2005 · Until 12 Nov 2009

Recent activity

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

No changes recorded yet.