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.

Recent activity

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

No changes recorded yet.