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.

  • George Malcolm Williamson

    IRN GMW01080

    • CF2 Non Executive Director (29 Apr 2015 to 31 Dec 2015)
  • Georgina Potter

    IRN GXR09379

    • SMF7 Group Entity Senior Manager (since 6 Sep 2022)
  • Gil Talbot Baldwin

    IRN GTB01032

    • Responsible for Insurance Mediation (25 Oct 2006 to 9 Oct 2009)
    • CF3 Chief Executive (25 Oct 2006 to 9 Oct 2009)
    • CF1 Director (25 Oct 2006 to 9 Oct 2009)
  • Glyn Anthony Barker

    IRN GAB01120

    • CF2 Non Executive Director (27 Feb 2012 to 31 Dec 2015)
  • Gordon Rutherford

    IRN GXR00214

    • [FCA CF] Significant management (17 Oct 2022 to 1 Jul 2023)
  • Graham Stirling Boffey

    IRN GSB01058

    • Responsible for Insurance Mediation (14 Jan 2005 to 25 Oct 2006)
    • CF3 Chief Executive (14 Jan 2005 to 13 Feb 2007)
    • CF1 Director (14 Jan 2005 to 15 Jun 2011)
  • Gregory Neilson

    IRN GRN01029

    • [FCA CF] Significant management (since 9 Mar 2026)
  • Hiteshkumar Rameshchandra Patel

    IRN HRP01019

    • CF2 Non Executive Director (5 Nov 2013 to 31 Dec 2015)
  • Hortense Frisby

    IRN HXF09765

    • [FCA CF] Significant management (3 Aug 2021 to 1 Sep 2022)
  • Howard Grand

    IRN HXG00178

    • [FCA CF] Significant management (since 1 Oct 2023)

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.