Date authorised
15 August 2022
Companies House
13509697
Last scraped
5 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Copthall House 14-18
    Copthall Avenue
    London
    City Of London
    EC2R 7DJ
    UNITED KINGDOM
    Phone
    +4407850240350
  • Complaints Contact

    Copthall House 14-18
    Copthall Avenue
    London
    City Of London
    EC2R 7DJ
    UNITED KINGDOM
    Phone
    +4402038544270

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

  • Arranges Investments

    For Commercial, Non-investment insurance contracts

  • Debt Plan Admin

  • Investment Setup

    For Commercial, Non-investment insurance contracts

Approved individuals

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

  • Edward Ventham

    IRN EXV00031

    • Responsible for Insurance Distribution (since 15 Aug 2022)
    • SMF3 Executive Director (since 15 Aug 2022)
  • Henry Green

    IRN HXG00106

    • CF3 Chief Executive (AR) (since 14 Jul 2025)
    • SMF3 Executive Director (since 15 Aug 2022)

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.