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.

  • Giles Jerrit

    IRN GXJ00138

    • [FCA CF] Significant management (since 5 Oct 2020)
  • Jack Harris

    IRN JXH03138

    • [FCA CF] Significant management (17 Jan 2024 to 31 Oct 2025)
  • James Parry

    IRN JXP01068

    • [FCA CF] Significant management (since 26 Feb 2025)
  • Jason Alan Paschalides

    IRN JXP07000

    • CF1 Director (19 Oct 2018 to 8 Apr 2019)
    • Responsible for Insurance Distribution (19 Oct 2018 to 8 Apr 2019)
  • Jessica Barwick

    IRN JXN00390

    • [FCA CF] Significant management (since 19 May 2025)
  • Jessica Heeley

    IRN JXH01291

    • [FCA CF] Significant management (since 20 Feb 2024)
  • Jessica Kate Woodhouse

    IRN JXW00750

    • SMF24 Chief Operations (since 14 Feb 2026)
    • SMF3 Executive Director (6 Oct 2022 to 14 Feb 2026)
  • Joanne Dorothy Ainsworth

    IRN JDA01072

    • SMF16 Compliance Oversight (since 19 Jun 2025)
    • SMF4 Chief Risk (since 19 Jun 2025)
  • Joseph Newberry

    IRN JXN00391

    • [FCA CF] Significant management (since 19 May 2025)
  • Kayleigh Martin

    IRN KXM00276

    • [FCA CF] Material risk taker (9 Dec 2020 to 30 Sep 2021)
    • [FCA CF] Significant management (9 Dec 2020 to 21 Apr 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.