Date authorised
1 April 2013
Companies House
02072379
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Thamesbourne Lodge
    Station Road
    Bourne End
    Buckinghamshire
    SL8 5QH
    UNITED KINGDOM
    Phone
    +4401628529765
  • Complaints Contact

    Thamesbourne Lodge
    Station Road
    Bourne End
    Buckinghamshire
    SL8 5QH
    UNITED KINGDOM
    Phone
    +4401628529765

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, 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

  • 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.

  • Nigel Francis Burnand

    IRN NFB01026

    • SMF3 Executive Director (9 Dec 2019 to 22 Aug 2023)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
  • Robert George Burnand

    IRN RGB01098

    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Aug 2023)
    • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
    • CF1 Director (14 Jan 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
  • Toni Cooney

    IRN TXC13846

    • SMF29 Limited scope function (limited scope SMCR firms only) (22 Jun 2021 to 28 Jun 2023)
    • CF1 Director (30 Apr 2019 to 8 Dec 2019)
  • Victoria Quinlan

    IRN VXQ00002

    • CF1 Director (AR) (since 19 Jul 2024)
    • Responsible for Insurance Distribution (since 18 Jun 2024)
    • SMF29 Limited scope function (limited scope SMCR firms only) (since 7 Sep 2023)

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.