Date authorised
1 April 2013
Companies House
04567760
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Floor 14
    C I Tower
    St. Georges Square
    New Malden
    Surrey
    KT3 4HG
    UNITED KINGDOM
    Phone
    +4403306601000
  • Complaints Contact

    Floor 14
    C I Tower
    St. Georges Square
    New Malden
    Surrey
    KT3 4HG
    UNITED KINGDOM
    Phone
    +4403306601000

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

  • Stockbroking

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

  • Debt Plan Admin

  • Debt Collection

  • Consumer Loans

  • Loan Servicing

  • 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.

  • David Jonathan Haddon Walker

    IRN DJW01311

    • CF1 Director (14 Jan 2005 to 4 Apr 2014)
    • Responsible for Insurance Mediation (14 Jan 2005 to 5 Mar 2007)
    • CF8 Apportionment and Oversight (14 Jan 2005 to 31 Mar 2009)
    • CF3 Chief Executive (14 Jan 2005 to 2 Sep 2013)
    • CF14 Risk Assessment (14 Jan 2005 to 5 Mar 2007)
    • CF13 Finance (14 Jan 2005 to 5 Mar 2007)
  • David Joyson

    IRN DXJ00164

    • Responsible for Insurance Distribution (since 17 Feb 2026)
    • SMF18 Other Overall Responsibility (since 17 Feb 2026)
    • Responsible for Insurance Distribution (21 Apr 2022 to 13 Feb 2026)
    • SMF3 Executive Director (26 Aug 2021 to 17 Feb 2026)
  • David Shew

    IRN DXS00854

    • [FCA CF] Significant management (since 2 Mar 2020)
  • Donna Hunt

    IRN DXH00361

    • [FCA CF] Significant management (9 Dec 2020 to 2 Dec 2022)
    • [FCA CF] Material risk taker (9 Dec 2020 to 30 Sep 2021)
  • Edward Charles Jackson

    IRN EXJ00030

    • SMF18 Other Overall Responsibility (since 18 Feb 2026)
    • SMF3 Executive Director (since 12 Jun 2025)
  • Elizabeth Goodsearles

    IRN EXG00193

    • [FCA CF] Significant management (since 10 May 2021)
  • Emma Myrie

    IRN EXM00306

    • [FCA CF] Significant management (since 1 Jul 2022)
  • Eric Ahmet

    IRN EXA01378

    • CF28 Systems and controls (13 Aug 2014 to 10 Jul 2015)
  • Gabriel Ross

    IRN GXR00255

    • [FCA CF] Significant management (since 4 May 2021)
  • Gerard McNally

    IRN GXM00276

    • [FCA CF] Significant management (since 9 Dec 2020)
    • [FCA CF] Material risk taker (9 Dec 2020 to 30 Sep 2021)

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.