Date authorised
1 April 2013
Companies House
02464270
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Unit 1a
    Hampshire Corporate Park, Templars Way
    Chandler's Ford
    Eastleigh
    Hampshire
    SO53 3RY
    UNITED KINGDOM
    Phone
    +442380373014
  • Complaints Contact

    Aviva Customer Relations
    Wellington Row
    York
    North Yorkshire
    YO90 1WR
    UNITED KINGDOM
    Phone
    +4403453078550

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

  • Stockbroking

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

  • 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.

  • Kirstie Caneparo

    IRN KXC01268

    • CF1 Director (23 Oct 2014 to 24 Nov 2015)
  • Kirstine Ann Cooper

    IRN KAC01088

    • [FCA CF] Manager of certification employee (15 Jul 2022 to 31 Dec 2023)
  • Lindsey Rix-Broom

    IRN LXM01731

    • Responsible for Insurance Distribution (30 Apr 2020 to 14 Apr 2021)
    • SMF18 Other Overall Responsibility (30 Apr 2020 to 30 Apr 2020)
    • [FCA CF] Manager of certification employee (3 Apr 2020 to 14 Apr 2021)
    • CF1 Director (14 Jan 2016 to 12 Apr 2018)
  • Lisa Jane Ost

    IRN LXO00026

    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
  • Lisa Jayne Bartlett

    IRN LXB00474

    • [FCA CF] Significant management (since 2 Aug 2022)
  • Louise Kate Harper

    IRN LKH01028

    • CF10 Compliance Oversight (2 Dec 2009 to 6 Apr 2010)
  • Louise Mary Kirkbride

    IRN LXK27377

    • SMF18 Other Overall Responsibility (15 Apr 2020 to 30 Sep 2021)
    • [FCA CF] Significant management (31 Mar 2020 to 14 Apr 2020)
  • Lucy Dearing

    IRN LXD00453

    • [FCA CF] Significant management (since 22 Sep 2025)
  • Lucy Kate Williams

    IRN LKW00011

    • CF10 Compliance Oversight (9 Jun 2008 to 2 Dec 2009)
  • Madeleine Nolan

    IRN MXN00063

    • SMF18 Other Overall Responsibility (20 Feb 2024 to 31 Mar 2026)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

  • Jean Patrica Bedford (no longer appointed)

    FRN 500555 · Appointed 6 May 2009 · Until 20 Jul 2010

  • James Weber Brown (no longer appointed)

    FRN 480025 · Appointed 7 Mar 2008 · Until 9 Mar 2011

  • Claire Smith-Phillips (no longer appointed)

    FRN 477119 · Appointed 2 Jan 2008 · Until 9 Mar 2011

  • Susan Larner (no longer appointed)

    FRN 475955 · Appointed 1 Dec 2007 · Until 31 May 2011

  • Lisa Robinson (no longer appointed)

    FRN 475958 · Appointed 1 Dec 2007 · Until 16 Jul 2009

  • Carol Griew (no longer appointed)

    FRN 475957 · Appointed 1 Dec 2007 · Until 31 Jan 2011

  • Sian Lloyd Routley (no longer appointed)

    FRN 451709 · Appointed 10 May 2006 · Until 19 May 2006

  • Sarah Jane Stanton (no longer appointed)

    FRN 451712 · Appointed 10 May 2006 · Until 20 Mar 2007

  • David William Bannon (no longer appointed)

    FRN 451710 · Appointed 10 May 2006 · Until 25 May 2007

  • Susan Helen Selby (no longer appointed)

    FRN 447879 · Appointed 7 Feb 2006 · Until 1 Mar 2006

Recent activity

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

No changes recorded yet.