Date authorised
1 April 2013
Companies House
05734247
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

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

  • Credit Brokering

    Show 1 limitation
    • · limited to broking credit agreements for the purchase of insurance
  • 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.

  • Antonios Erotocritou

    IRN AXE01642

    • SMF1 Chief Executive (since 9 Oct 2025)
    • SMF3 Executive Director (since 9 Oct 2025)
    • SMF1 Chief Executive (11 Jul 2022 to 7 Mar 2024)
    • Responsible for Insurance Distribution (11 Jul 2022 to 7 Mar 2024)
    • CF1 Director (AR) (11 Aug 2021 to 14 Jun 2024)
    • SMF24 Chief Operations (17 Sep 2020 to 24 May 2023)
    • SMF3 Executive Director (9 Dec 2019 to 7 Mar 2024)
    • SMF2 Chief Finance (9 Dec 2019 to 24 May 2023)
    • CF1 Director (13 Jul 2018 to 8 Dec 2019)
  • Aurelio Cusaro

    IRN AXC02470

    • SMF7 Group Entity Senior Manager (9 Dec 2019 to 25 Feb 2025)
    • CF2 Non Executive Director (18 Jan 2019 to 8 Dec 2019)
  • Barbara Merry

    IRN BJR01022

    • SMF11 Chair of the Audit Committee (since 5 Nov 2025)
    • SMF10 Chair of the Risk Committee (since 5 Nov 2025)
  • Barnabas John Hurst-Bannister

    IRN BJH01057

    • CF2 Non Executive Director (23 Sep 2011 to 31 Mar 2019)
  • Benjamin Kelly

    IRN BXK00087

    • [FCA CF] Significant management (since 17 Mar 2023)
  • Bhargav Harshadbhai Patel

    IRN BHP01012

    • [FCA CF] Significant management (18 Mar 2021 to 19 Apr 2023)
  • Caroline Frances Ramsay

    IRN CFR01018

    • SMF11 Chair of the Audit Committee (1 Apr 2022 to 31 Jul 2025)
    • SMF10 Chair of the Risk Committee (1 Apr 2022 to 31 Jul 2025)
  • Christine Elaine Dandridge

    IRN CED01021

    • CF2 Non Executive Director (4 Jan 2019 to 11 Jun 2019)
  • Christopher John Brown

    IRN CJB01312

    • CF1 Director (21 Sep 2006 to 26 Jan 2010)
  • Christopher John Newton

    IRN CJN01056

    • CF1 Director (18 Apr 2008 to 20 Apr 2017)

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.