Date authorised
24 April 2018
Companies House
10781585
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    7 Portman Mews South
    3rd Floor Offices
    London
    W1H 6AY
    UNITED KINGDOM
    Phone
    +4403300100210
  • Complaints Contact

    7 Portman Mews South
    3rd Floor Offices
    London
    W1H 6AY
    UNITED KINGDOM
    Phone
    +4403300100210

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 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 Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Insurance Admin

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Credit Brokering

  • Stockbroking

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Investment Setup

    For Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Charles John Donley

    IRN CJD01108

    • Responsible for Insurance Distribution (since 8 Jan 2026)
    • SMF1 Chief Executive (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (31 May 2019 to 8 Dec 2019)
    • CF3 Chief Executive (31 May 2019 to 8 Dec 2019)
  • Jade cooper

    IRN JXC10175

    • SMF3 Executive Director (9 Dec 2019 to 20 Dec 2019)
    • CF1 Director (5 Mar 2019 to 8 Dec 2019)
  • Matthew Tristan Jones

    IRN MTJ01023

    • SMF3 Executive Director (9 Dec 2019 to 6 Aug 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 6 Aug 2025)
    • CF1 Director (24 Apr 2018 to 8 Dec 2019)
    • Responsible for Insurance Mediation (24 Apr 2018 to 30 Sep 2018)

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.