Date authorised
1 April 2013
Companies House
05414150
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Waterside
    Park Farm
    Ditton
    Aylesford
    ME20 6PE
    UNITED KINGDOM
    Phone
    +441732220184
  • Complaints Contact

    Waterside
    Park Farm
    Ditton
    Aylesford
    ME20 6PE
    UNITED KINGDOM
    Phone
    +4401732220184

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 (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme

  • 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 (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme

  • Insurance Admin

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

  • Investment Setup

    For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme

Approved individuals

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

  • David Hugh Skinner

    IRN DHS00023

    • SMF3 Executive Director (since 2 Sep 2025)
  • Helen Claire Pengelly

    IRN HCP00002

    • CF30 Customer (6 Nov 2012 to 28 Jan 2014)
  • Martin Andrew Ranson

    IRN MAR01215

    • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 2 Aug 2021)
    • SMF3 Executive Director (9 Dec 2019 to 5 Nov 2021)
    • CF1 Director (7 Dec 2005 to 8 Dec 2019)
  • Matthew Norman Aers

    IRN MNA00001

    • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2024)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2024)
    • CF30 Customer (6 Dec 2013 to 8 Dec 2019)
  • Timothy Andrew Atkins

    IRN TAA00005

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (since 9 Dec 2019)
    • Responsible for Insurance Distribution (since 1 Oct 2018)
    • [FCA CF] Significant management (9 Dec 2019 to 8 Aug 2025)
    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF1 Director (7 Dec 2005 to 8 Dec 2019)
    • Responsible for Insurance Mediation (7 Dec 2005 to 30 Sep 2018)
    • CF10 Compliance Oversight (7 Dec 2005 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (7 Dec 2005 to 31 Mar 2009)
    • CF11 Money Laundering Reporting (7 Dec 2005 to 8 Dec 2019)
    • CF21 Investment Adviser (7 Dec 2005 to 31 Oct 2007)
  • Vanessa Elaine Blake

    IRN VEB01004

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2024)
    • [FCA CF] Client dealing (9 Dec 2019 to 31 Jan 2024)
    • CF30 Customer (25 Nov 2014 to 8 Dec 2019)

Recent activity

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

No changes recorded yet.